Business administration services relating to managing family offices; business administration services for private companies holding and operating assets under a trust; management in the nature of providing directorship services; corporate management consultancy; accounting services; bookkeeping; corporate secretarial services; business consultation in the field of corporate governance; business consultation in the field of family office governance; tax and taxation planning, advice, information and consultancy services; providing information on all of the aforesaid services including via a website

Financial services, namely, fund administration and investment management; financial trust administration; financial services, namely, wealth management services; financial services, namely, wealth planning services; investment advisory services; financial asset management; financial risk management; strategic corporate financial advisory services; financial management of companies and family offices; fiduciary services, namely, fiduciary representative services; trusteeship services; business succession plan services; estate planning; insurance consultation; Information and consultancy, concerning insurance; providing information on all of the aforesaid services including via a website

Regulatory compliance consulting in the field of finance; legal support services; providing information on all of the aforesaid services including via a website