U.S. federal trademark · Serial No. 86692132
Trust services, namely, investment and trust company services; financial services, namely investment, trust company and family office services, namely, financial planning, investment advisory, asset management, asset servicing in the nature of estate and financial trust management services, custody services in the nature of maintaining possession of financial assets for others for financial management purposes, and philanthropy consulting services related to charitable giving and donor advised funds; estate and financial trust administration; estate and financial trust operations; private wealth management services
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