Publication Registration: |
Wednesday, January 14, 2015 |
Goods and Services Information
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Description:
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(1) - Written and electronic publications in the field of wealth management, investment advice and management, retirement planning, tax planning and strategies, estate and legacy planning, will planning, personal and business risk management, asset protection strategies , trust planning structures; written and electronic publications in the field of family governance matters, namely business succession planning, business ownership agreements, risk management, and family enterprise issues; written and electronic publications in the field of lifestyle services, concierge services and professional life coaching.
(2) - Wealth management services; wealth consultancy services, namely counseling and consulting services in the field of wealth assessment, accumulation, management, preservation, and transition; financial planning, advising, and management services; business consulting services; investment opinion and oversight; family office consulting services; family office services, namely advising families and individuals with respect to management of all aspects of their financial and business affairs, namely tax planning and preparation of tax returns, investment opinion and oversight, estate planning and administration, wealth management, personal and business risk management, family governance, family business advising, insurance planning, professional advisor coordination and strategy, succession
(3) - Wealth management services; wealth consultancy services, namely counseling and consulting services in the field of wealth assessment, accumulation, management, preservation, and transition; financial planning, advising, and management services; business consulting services; investment opinion and oversight; family office consulting services; family office services, namely advising families and individuals with respect to management of all aspects of their financial and business affairs, namely tax planning and preparation of tax returns, investment opinion and oversight, estate planning and administration, wealth management, personal and business risk management, family governance, family business advising, insurance planning, professional advisor coordination and strategy, succession planning, intergenerational inheritance planning and wealth transition planning; consolidated reporting; family office services, namely arranging and co-ordinating of advice in the fields of personal and business risk assessment and management, business valuation and appraisals, legal issues, finance, investments, accounting, tax, human resources, estate and legacy planning, business succession planning, insurance, wealth management, philanthropic planning, asset protection consulting services, trust services consulting and advising; providing lifestyle services namely, concierge services and professional life enhancement coaching services.
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