Business management; contract negotiations; tax consultation; tax return preparation; business management and consultation; sports agencies; talent agencies; employment agencies; accounting services; personal management services; personal management services for entertainers, athletes, musical performers, professionals, and wealthy individuals and families; career management, marketing Financial services; financial analysis; financial consultation; financial advisory; financial investigation services; investment advising services; mutual fund advisory services; Retirement planning; estate planning; succession planning; tax planning; investment planning; financial planning; asset allocation planning; asset allocation consultation; Investment management; investment portfolio management; financial management; financial portfolio management; cash management; wealth management; Mutual fund administration; mutual fund investment services; mutual fund distribution; Insurance services, namely, insurance brokerage, insurance claims adjustment, insurance actuarial services, insurance agencies, insurance claims administration and processing, insurance consultation, insurance underwriting in the fields of personal liability, home owners, auto, special risks, life, health, hospitalization, accident, fire and disability, medical insurance underwriting; Personal support services