Wealth Management firm umbrella?

When my friend tried to explain to me how a wealth management and investment firm functioned, he drew me an umbrella to explain the personnel involved. Does anybody know what I'm talking about?

can u plz expand

I do, under one umbrella, you can invest money, while planning for you future and planning a wealth transfer, and setting up a trust, will etc.

Most finanical firms are doing this these days

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　　Investment Manager 　　Investment Management 　　Investment Information 　　Investment Group 　　Investment Firms 　　Investment Company 　　Investment Calculator 　　Investment Bank 　　Investment Advice

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