U.S. federal trademark · Serial No. 86395486 · Reg. No. 5228507
Financial and investment services, namely, trust and investment management advice; fiduciary representative services; financial portfolio management; financial planning and investment advisory services; financial and investment services namely, investment portfolio account services; financial planning services, namely, establishing and advising on charitable giving programs on behalf of wealthy individuals or families; financial portfolio analysis services; estate planning; estate trust management; financial services, namely, estate settlement services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investments; providing information and advice in the field of finance, financial investments, securities and the financial aspects of retirement; financial forecasting, namely, financial portfolio performance simulation and cash flow forecasting; trust management accounts; trust services, namely, investment and trust company services; trustee services
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