TFO Phoenix, Inc.

ASCENDIA

FINANCIAL SERVICES- NAMELY, WEALTH MANAGEMENT SERVICES; TAX AND TAXATION PLANNING; ESTATE PLANNING; FINANCIAL ADVICE, PLANNING, INFORMATION AND CONSULTANCY SERVICES; PHILANTHROPIC PLANNING, SUPPORT AND MANAGEMENT SERVICES; FAMILY OFFICE SERVICES; FAMILY GOVERNANCE AND EDUCATION SERVICES; BUSINESS SUCCESSION PLANNING; AND, BUSINESS ACQUISITION AND MERGER CONSULTATION SERVICES;

ASCENDIA WEALTH

FINANCIAL SERVICES- NAMELY, WEALTH MANAGEMENT SERVICES; TAX AND TAXATION PLANNING; ESTATE PLANNING; FINANCIAL ADVICE, PLANNING, INFORMATION AND CONSULTANCY SERVICES; PHILANTHROPIC PLANNING, SUPPORT AND MANAGEMENT SERVICES; FAMILY OFFICE SERVICES; FAMILY GOVERNANCE AND EDUCATION SERVICES; BUSINESS SUCCESSION PLANNING; AND, BUSINESS ACQUISITION AND MERGER CONSULTATION SERVICES;

CONNECTING WEALTH & PURPOSE

Financial advisory and consulting services, namely, investment consultation, asset allocation in the nature of financial asset management, financial planning, financial risk management and asset protection in the nature of financial asset management; Financial services, namely, wealth management services, investment management services, and administration services, namely, financial administration of savings accounts, retirement plans, investment accounts, mutual funds, trust accounts and annuities;tax planning and preparation services;