U.S. federal trademark · Serial No. 90240345 · Reg. No. 7008793
Financial services, namely, wealth management services for high net worth families; Financial planning and advisory services, namely, income tax planning services, investment planning services, estate planning services, income tax planning services, financial reporting and compliance services, negotiation services, and charitable planning services in the nature of developing and managing charitable giving programs on behalf of wealthy families; Financial consulting
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