U.S. federal trademark · Serial No. 98340077 · Reg. No. 7571949
Family office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services
Family office services, namely, business advisory and consultancy services related to family planning; Family office services, namely, business facilitation and administration of family offices, strategic business planning, and coordination with financial planning providers in the nature of business organization consultancy; Family office services, namely, business planning in the nature of creating, implementing, and executing family legacy strategic business plans using a family office service-style platform
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