Filed Sept. 25, 2026

Serial No. 50129777

Examining Attorney null

Class Consulting services for wealth management professionals, financial advisors, and wealth management firms in the field of client assessment and client profiling; advisory services for wealth management firms relating to the integration of client assessment tools into client engagement, sales, and advisory processes; consulting services relating to the development of client engagement materials, sales materials, and business management processes for financial advisory practices; advisory services for wealth management professionals and firms relating to client segmentation and the use of client assessment results within financial advisory services; consulting services for family offices, family enterprises, and business owners relating to the interpretation and use of client assessment results for financial planning and wealth management; advisory services relating to family governance, values alignment, succession planning, and financial education for family members; consulting services for wealth management firms relating to the development and implementation of client engagement strategies for long-term financial planning; business consultation in the field of financial management; 100; 101; 102; 100; 101; 107; 100; 101

Case Type Service mark