Description: Financial management; financial asset and wealth management; financial planning; financial advisory services; estate planning; estate structuring services; real estate management; financial management in the field of investment portfolios; financial trust planning, operation, and administration; financial research; providing information and research in the fields of finance and financial investments; real estate investment management; management of time share interests in aircraft; fiduciary and financial custodian representative services; financial trust planning services.; Business management services; business administration services; business advisory services; business consultancy services; business management services, namely, aircraft management for others; business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, and bill paying; financial records management; tax and taxation planning, advice, information and consultancy services; business succession planning; administration, billing and reconciliation of accounts on behalf of others; business administration services, namely, regulatory submission management in the nature of organizing, filing, and communicating financial and investment regulatory compliance documents and reports; accounting services.
