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Consultation in art as an investment; Fiduciary representatives; Financial asset management; Financial consulting; Financial investment brokerage; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial risk management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, wealth management services; Financial trust planning; Insurance brokerage; Investment banking services; Investment management; Investment risk assessment services; Mortgage brokerage; Philanthropy consultation relating to charitable fundraising; Private equity consultant services; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing information and research in the field of finance and financial investments; Providing venture capital, development capital, private equity and investment funding; Real estate agency services; Real estate investment trust services; Real estate management services; Trust services, namely, investment and trust company services; Financial advisory and consultancy services; Financial analysis and research services; Financial trust administration; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Management of private equity funds; Strategic financial advisory services