Filed Aug. 10, 2026

Serial No. 50041356

Class Financial consultancy; Financial planning; Provision of financial information; Financial advisory services; Providing information in the field of personal finance for families and family offices; Financial planning, namely, providing a website featuring information in the fields of personal finance, wealth management, estate and trust planning, charitable giving, family financial governance and financial best practices for families and family offices; Financial advisory and consultancy services, namely, financial planning for family offices; Financial planning, namely, coordination of third-party legal, tax, insurance, accounting, and fiduciary professionals; Financial consultation in the field of family governance, intergenerational wealth transfer, wealth succession, charitable giving, insurance planning, executive compensation, and employee benefits; Financial administration of in the nature of coordinating services rendered by independent legal, tax, insurance, accounting, investment, fiduciary, and other professional advisors; Financial administration of family meetings concerning family financial governance, intergenerational wealth transfer, wealth succession, charitable giving, and financial decision-making; Fiduciary services, namely, fiduciary representative services; Trustee services; Financial trust administration; 100; 101; 102

Case Type Service mark