Clariata, LLC

CLARIATA

Family office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services;Family office services, namely, business advisory and consultancy services related to family planning; Family office services, namely, business facilitation and administration of family offices, strategic business planning, and coordination with financial planning providers in the nature of business organization consultancy; Family office services, namely, business planning in the nature of creating, implementing, and executing family legacy strategic business plans using a family office service-style platform;

CLARIATA

Software as a service (SAAS) services featuring software for family office services, namely, software for financial modeling and coordination of services with financial planning providers in the field of strategic financial advisory services;