Goods and Services Information
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Description:
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(1) - Business management and operations advisory services; business acquisition and merger consultation; business strategic planning; corporate finance advisory; governance advisory
(2) - Informational audio podcasts and videos
(3) - Financial services, namely financial, tax and estate planning; business succession planning; accounting advisory; insurance advisory; book-keeping; bill payment services; credit advisory; investment and investment management services, namely investment advisory; fund investments; direct company investments; portfolio allocation advisory; financial asset management and preparation of reports relating thereto; investment risk assessment; formation, offering and management of limited partnerships; financial investment analysis and stock research and preparation of reports relating thereto; trust management and administration services; merchant banking and investment banking services
(4) - Newsletters and newspaper columns; publications and manuals; books; brochures; binders and booklets; instructional materials, namely course notes and tools used in seminars, courses and sessions about financial and family governance matters including investment management, wealth planning, business succession planning, generational wealth transfer, philanthropy, career development and wellness; investment reports and statements
(5) - Educational services, namely the conducting of seminars, courses and sessions designed to teach concepts relating to financial and family governance matters including investment management, wealth planning, business succession planning, generational wealth transfer, philanthropy, career development and wellness; operation of a website designed to distribute information to the public relating to financial and family governance matters including investment management, wealth planning, business succession planning, generational wealth transfer, philanthropy, career development and wellness; distribution of educational podcasts and videos; publication of newsletters, booklets, articles and books relating to financial and family governance matters including investment management, wealth planning, business succession planning, generational wealth transfer, philanthropy, career development and wellness
(6) - Concierge services, namely booking of seats for concerts and theater tickets; booking of travel accommodations and transportation tickets; booking of meal reservations
(7) - Informational audio podcasts and videos
(8) - Newsletters and newspaper columns; publications and manuals; books; brochures; binders and booklets; instructional materials, namely course notes and tools used in seminars, courses and sessions about financial and family governance matters including investment management, wealth planning, business succession planning, generational wealth transfer, philanthropy, career development and wellness; investment reports and statements
(9) - Business management and operations advisory services; business acquisition and merger consultation; business strategic planning; corporate finance advisory; governance advisory
(10) - Financial services, namely financial, tax and estate planning; business succession planning; accounting advisory; insurance advisory; book-keeping; bill payment services; credit advisory; investment and investment management services, namely investment advisory; fund investments; direct company investments; portfolio allocation advisory; financial asset management and preparation of reports relating thereto; investment risk assessment; formation, offering and management of limited partnerships; financial investment analysis and stock research and preparation of reports relating thereto; trust management and administration services; merchant banking and investment banking services
(11) - Educational services, namely the conducting of seminars, courses and sessions designed to teach concepts relating to financial and family governance matters including investment management, wealth planning, business succession planning, generational wealth transfer, philanthropy, career development and wellness; operation of a website designed to distribute information to the public relating to financial and family governance matters including investment management, wealth planning, business succession planning, generational wealth transfer, philanthropy, career development and wellness; distribution of educational podcasts and videos; publication of newsletters, booklets, articles and books relating to financial and family governance matters including investment management, wealth planning, business succession planning, generational wealth transfer, philanthropy, career development and wellness
(12) - Concierge services, namely booking of seats for concerts and theater tickets; booking of travel accommodations and transportation tickets; booking of meal reservations
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