35
Business management; business administration; business
management and administration of charitable foundation
services; business management and administration for
foundation services
36
Advice regarding the corporation of foundations; finance
services; monetary affairs; real estate affairs; financial
planning services, namely, developing and managing
charitable giving programs on behalf of wealthy individuals
or families; charitable services, namely, providing
financial assistance to meet the physical, psychological,
social and other special needs of people; charitable
foundation services, namely, providing fund raising
activities, supplemental funding, capital improvement
funding, scholarships and financial assistance for programs
and services of others; accepting and administering monetary
charitable contributions; financial services, namely, wealth
management services; financial advice; private equity fund
investment services; investment fund management; venture
capital advisory services; investment advice; advisory
services relating to banking; banking; maintaining escrow
accounts for investments; trust services, namely, investment
and trust company services; insurance information and
consultancy; real estate investment trust management and
advisory services; investment trusteeship services;
trusteeship of fund assets