U.S. federal trademark · Serial No. 88494066 · Reg. No. 6022438
Trust and financial management services, namely, providing investment consultation and trust company services, financial trust administration, investment advisory services, estate trust management, financial and wealth management consultation, providing fiduciary representative services as a trustee for others; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Family office services, namely, financial planning and investment advisory services; Trust services, namely, private family wealth investment and trust company services, private family wealth investment management and advisory services; private family wealth estate and financial planning services; trustee services, namely, representative and fiduciary services as a trustee
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