Tax and taxation planning, advice, information and consultancy services; tax preparation.;
36
NICE Classification
Investment management and investment advisory services; financial planning; financial management; estate planning; financial services, namely, wealth management services; financial planning for retirement; financial services, namely, estate settlement services; family office services, namely, handling financial affairs for wealthy families; trustee services; charitable foundation services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families and providing assistance in making foundation grants to charitable organizations; insurance consultancy services, namely, providing advice in the field of life, property and casualty insurance; financial services; financial management; financial analysis and consulting services; provision of financial information; trust and fund management; insurance advice and consultancy services.;
Sign Up
