U.S. federal trademark · Serial No. 86549534 · Reg. No. 5027933
Financial and family office services, namely, providing financial advice, investment consultation, investment management, investment valuations, estate and financial trust planning, providing financial information and advice in the field of living and retirement to high net worth individuals but expressly excluding services as an investment adviser as that term is defined by the Investment Advisers Act of 1940; trust services, namely, investment and trust company services
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