We also offer limited-discretionary advisory services tailored to the client’s needs. As with the discretionary accounts, clients are asked to provide us with information regarding their financial profile (as detailed above) and any restrictions the client wishes to impose on the management of the accounts. For limiteddiscretionary accounts, we will recommend an investment strategy, allocation mix, or changes to the client's existing portfolio that we believe is suitable for that client. Account monitoring is performed on a continual basis. See Item 13 for additional information about account monitoring and reviews. On an ongoing basis, we make buy/sell recommendations to the client, as appropriate, based upon the client's financial and investment profile and investment objectives. Where the client approves of a recommendation, we will arrange to effect the recommended transaction(s) in the client’s account using a limited power of attorney granted to us by the client. We will provide advice regarding family governance, estate planning, and intergenerational wealth transfer as requested by the client.