U.S. federal trademark · Serial No. 77115482 · Reg. No. 3355181
Financial investment in the field of securities, real estate; family office services, namely, financial planning services for retirement, estate planning, financial consultation in the nature of advising on charitable donations, estate trust management, trusteeship representation, review of insurance needs and policies; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services
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