Freestone Capital Management, LLC

Investment advisory services; providing investment and financial information, advice, consultation and management services; financial portfolio management and analysis services; financial planning services; trust and estate planning services; retirement planning services; charitable and philanthropic monetary giving advisory services; providing information in the field of charitable and philanthropic monetary giving through financial and estate planning; [ insurance agency and brokerage services; ] real estate investment services; private equity investment services; [ security brokerage services; investment banking services; ] providing information related to all of the foregoing services and associated accounts via the Internet

Trust and estate planning services; retirement planning services; charitable and philanthropic monetary giving advisory services; providing information in the field of charitable and philanthropic monetary giving through financial and estate planning; [ insurance agency and brokerage services; ] real estate investment services; providing information related to all of the foregoing services and associated accounts via the Internet, all the foregoing services being provided to high net worth individuals

Trust and estate planning services; retirement planning services; charitable and philanthropic monetary giving advisory services; providing information in the field of charitable and philanthropic monetary giving through financial and estate planning; [ insurance agency and brokerage services; ] real estate investment services; providing information related to all of the foregoing services and associated accounts via the Internet, all the foregoing services being provided to high net worth individuals

Class 036: Investment advisory services; providing investment and financial information, advice, consultation and management services; financial portfolio management and analysis services; financial planning services; trust and estate planning services; Financial planning for retirement; charitable and philanthropic monetary giving advisory services; providing information in the field of charitable and philanthropic monetary giving through financial and estate planning; [ insurance agency and brokerage services; ] real estate investment services; private equity investment services; [ security brokerage services; investment banking services; ] providing information related to all of the foregoing services and associated accounts via the Internet

Investment advisory services provided to high net worth individuals