U.S. federal trademark · Serial No. 98149412
Personal concierge services for others comprising making requested personal arrangements and reservations, research and providing customer-specific information to meet individual needs; Personal concierge services for others related to navigating medical, health and wellness; Personal concierge services for others related to finding providers and service people to meet individual needs
Financial services, namely, investment advice, investment management, wealth management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial advisory and consultancy services; Financial planning and investment advisory services; Trust and estate planning, information and consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services in the field of philanthropy in the nature of financial planning, information, consultancy, implementation and management; Holding company services performed for third parties, namely, investment management; Management of private equity funds
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.