U.S. federal trademark · Serial No. 86739686 · Reg. No. 4991700
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; insurance assessments; financial planning for retirement; multi-generational financial planning; philanthropic planning services, namely, financial planning in the field of charitable giving
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