U.S. federal trademark · Serial No. 76379616 · Reg. No. 2790329
online business administrative support services, namely, track clients and client business, communication support and facilitation, individual and group calendar with personal reminders, notice boards with automatic notifications for all administrative support features, records and information maintenance, client meetings facilitation with voting and automated processing of resolutions directing people and cash payments for licensees, members, affiliates and approved vendors who provide financial advice and financial services to high net-worth individuals, through trust design and management, retirement planning and counseling, organizational management for trusts, counseling regarding generation skipping transfers, asset protection, estate planning and administration, taxation, inheritance, philanthropy, charitable giving and endowments, and wealth management
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