Business succession planning and evaluation; business consulting services in the fields of succession planning and evaluation, tax planning and assessment, and business capitalization and business plan development and evaluation; developing, assessment, and managing the charitable giving programs of others; tax preparation, planning, and assessment services; business consulting and advisory services; accounting services.

Financial services, namely, trust company services; professional fiduciary representative services; investment counseling, planning and evaluation services; insurance consultation, planning and advisory services; financial counseling, planning and evaluation for insurance purposes; financial analysis, planning, consultation and management services; estate planning and financial evaluation of estates; financial planning and evaluation for retirement and for succession in the nature of estate planning; investment management and consultation services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial services, namely, planning and evaluation of financial assets for others for financial management services; financial portfolio management, planning and evaluation; coordination, planning and evaluation of an investment portfolio's maintenance, trading, rebalancing, tax management and accounting needs; financial advisory services, namely, consultation, planning and evaluation services relating to bill payment; bill payment services; financial concierge services, namely, financial consultation, advice, planning and evaluation services; financial consulting, planning and evaluation services in the field of monetary philanthropic and charitable giving; information, advisory, consultancy, planning, evaluation and research services relating to finance and investments; providing information, planning, analysis, evaluation and research in the field of finance and financial investments; investment banking consultation and advisory services; investment banking services; institutional investment advisory, planning and evaluation services; institutional consulting services, namely, investment advisory, planning and evaluation services; employee financial planning and evaluation advisory services.