Estate planning; total return investment management, namely, management of a capital investment fund; strategic and tactical asset allocation, namely, investment services, namely, asset acquisition, consultation, development and management services; strategic asset location, namely, financial asset management; concentrated wealth analysis and strategies, namely, financial portfolio analysis services; private equity opportunities and equity risk management, namely, financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private equity and debt investment services; alternative asset class management, namely, management of portfolios comprising securities; estate and probate settlement, namely, trustee services; corporate trust selection, namely, trust services, namely, investment and trust company services; trust administration, namely, financial trust operations; insurance oversight and coordination, namely, financial consultancy and insurance consultancy; bill payment services; property management, namely, management of buildings; foundation business management, namely, financial planning and financial planning for charitable giving; budgeting and financial statement preparation, namely, financial planning; consolidated statements and analysis, namely, financial analysis and consultation; comprehensive investment performance advisory services, namely, financial planning and investment reporting and analysis; estate trust management, namely, master custody; providing on-line banking services, namely, financial calculators, bank statements, financial planning tools, and banking services; providing information in the field of financial planning