U.S. federal trademark · Serial No. 97424117 · Reg. No. 7130624
Charitable foundation services, namely, providing operational support and fiduciary services to foundations, charitable trusts, and endowments; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; family office services, namely, accounting services
Investment Management Services; Family office services, namely, financial and investment management; Trustee Services; Financial services, namely, estate settlement services; Fiduciary services in the nature of trustee services
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