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Financial services, namely, investment services in the nature of asset acquisition, consultation, development and management services; financial planning services; financial services, namely, complex family and multi-generational financial management and financial planning services relating to the financial, financial investment, and philanthropic needs of families; financial planning and management services for entrepreneurs, corporate executives, and business owners; financial advice and management services for family foundations and family limited partnerships; financial advice and financial consultation services in the field of planned giving to non-profit organizations and universities; financial advice and financial consultation services in the field of family philanthropic endeavors; financial consultation services in the field of gifting strategies for financial planning needs; trust management and trust management accounts; estate planning and estate financial management services related thereto; charitable funding services in the nature of developing or administering charitable giving plans for the acceptance and administering of monetary charitable contributions; charitable trust administration services, namely, administering monetary charitable contributions in trust; financial management services in the field of managing family assets; mortgage lending services; financial services in the field of investment portfolio strategy development; financial investment services in the field of managing family assets; mortgage lending services; financial investment services in the field of investment portfolio strategy development; risk management, namely, financial risk and return assessment; financial consultation services in the field of financial investment policy development and implementation