Business consultancy and advisory services; Business management advisory services; Advisory services relating to business planning; Consultancy and advisory services in the field of business strategy; Business advice relating to franchising; Business management consulting services; Financial statement preparation and analysis for businesses; Financial records management; Business records keeping; Business succession planning; Accounting consultancy; Book-keeping services; Administrative services; Business auditing; Financial auditing; Tax preparation; Family office services in relation to the foregoing; Family governance services in relation to the foregoing; Charitable services, namely business management and administration; Business assistance for others in the establishment of charitable organizations; Business advisory services relating to charitable and philanthropic causes or ventures

Wealth management; Asset and portfolio management; Financial advisory services relating to business acquisitions and mergers; Debt management consultancy; Financial management advisory services; Financial risk management consultancy; Investment management services; Financial investment management services; Investment advisory services; Financial planning advisory services; Trust management; Financial trust planning; Trustee advisory services; Management of property; Property portfolio management; Estate planning services [arranging financial affairs]; Estate management; Estate trust planning; Financial risk assessment services; Insurance risk management; Insurance consultation; Financial advice relating to taxation; Real estate advisory services; Advisory services relating to corporate finance; Family office services in relation to the foregoing; Family governance services in relation to the foregoing; Charitable services, namely financial services; Charitable fund raising services; Investment of funds for charitable purposes; Providing information relating to charitable fund raising; Providing information relating to charitable donations as part of estate planning; Financial advisory services relating to charitable and philanthropic causes or ventures.

Provision of business consulting services, including strategic business planning and facilitation