| Asset management and advice | Reporting | Pensions | Tax and accounting | Inheritance and succession planning | Other services |
| Portfolio management | Portfolio statement | Personal pension planning | Tax advice and planning | Advice on property law and inheritance law | Real estate |
| Investment advice | Individual financial planning | Tax returns | Wills, marriage and inheritance contracts | Other miscellaneous asset classes | |
| Tax statements and record of income | Enforcement of wills | ||||
| Repayment of tax at source | Succession planning | ||||
| Securities and foundation accounting | Creation of foundations and trusts |