U.S. federal trademark · Serial No. 90056334
Financial consultancy, advice, planning and management; investment consulting services, namely, advising high net worth individuals and other individuals and investors, and their professional advisors, in the field of capital investing; family office services, namely, financial planning and advisory services, strategic planning, investment consulting, accounting and administration and the coordination of tax professionals, and financial philanthropic gift planning; monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network
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