U.S. federal trademark · Serial No. 99126229 · Reg. No. 8040198
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
Business assistance, advisory and consulting services in the field of family office services related to family planning; Business consulting, management, and planning services in the field of creating, implementing, and executing family legacy strategic business plans using a family office service-style platform
Providing information in the field of financial planning for modeling services and coordination with financial planning providers in the nature of strategic financial advisory services
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