U.S. federal trademark · Serial No. 87450019
Providing ongoing wealth management, advisory and business management consultation services to high net-worth clients relating to the organization and management of their present net worth and for planning for future generations; strategic business advisory services namely, providing high net-worth clients with advice on integrating business management, tax planning, estate planning, legal and family issues with investment management; business management services; business planning services; strategic business planning regarding the affairs of high net-worth individuals; business consultancy in the field of investment management; tax planning services; estate planning services; providing succession planning and wealth management advice to high net-worth individuals; operation of a website providing information in the field of wealth management; educational services, namely, providing information relating to wealth management to high net-worth individuals; Organizing and hosting webinars, conferences, seminars and forums relating to wealth management, investment management, business management, strategic business planning, tax planning, estate planning, and succession planning for high net-worth individuals
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