U.S. federal trademark · Serial No. 86827780 · Reg. No. 819
Banking and financial services, namely, investment management and financial consulting, private banking services, administrative investment services in the nature of investment fund transfer and transaction services; Consulting services in the field of wealth management, estate planning, estate trust planning, financial estate settlement, and financial planning; Specialized estate and trust services, namely, estate planning, estate trust planning, estate trust management, financial estate settlement services, financial trust planning, financial trust administration, and financial trust operations; Securities brokerage services
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