U.S. federal trademark · Serial No. 99061852 · Reg. No. 8002176
Financial consultancy services concerning family governance; Financial asset management services, namely, organization and management of capital structure for family-owned businesses; Financial planning, namely, CFO and fractional CFO financial planning and analysis services for family-owned businesses; Preparing financial reports for others, namely, family-owned businesses; Financial reporting services in the nature of financial data analysis for family-owned businesses; Providing financial consultation services to family-owned businesses; Providing information regarding financial investment strategies for family-owned businesses
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