Filed March 20, 2026

Serial No. 99714891

Examining Attorney HOWARD B LEVINE

Class Multi-family office wealth management, planning, and advisory services for high-net-worth and ultra-high-net-worth individuals and families, namely, providing holistic, comprehensive, and integrated investment management, financial planning, financial advisory, estate planning advisory, wealth transfer planning, retirement planning, cash flow modeling, personal risk management analysis, and multigenerational wealth sustainability analysis, including coordination with legal and tax professionals, financial evaluation and coordination of life insurance, property insurance, casualty insurance, and other personal and financial risk mitigation strategies as components of a comprehensive wealth management plan, financial advice in the field of liquidity events, including planning for business sales, recapitalizations, business succession, and pre-transaction and post-transaction wealth structuring, financial advice in the field of specialized assets, namely, aircraft ownership, art and collectible asset management, oil, gas, and mineral rights management, and residency and domicile financial planning and strategic coordination of financial affairs tailored to the complex and multigenerational wealth needs of affluent families and family entities; Multi-family office investment management and advisory services for high-net-worth and ultra-high-net-worth individuals and families, namely, discretionary portfolio construction, strategic asset allocation, investment manager selection and due diligence, and management of diversified investment portfolios across liquid, semi-liquid, and illiquid asset classes including equities, fixed income, private equity, private credit, real estate, and hedge funds, in the field of private markets and alternative investments, namely, advising on portfolio allocation to private equity, venture capital, private credit, real estate funds, and other non-public investment opportunities, and in the field of concentrated equity position management, namely, advising on risk mitigation strategies, diversification techniques, and disposition strategies for concentrated stock and equity holdings, and advising on and facilitating access to customized lending solutions and coordinating with financial institutions regarding customized credit facilities, liquidity management, premium finance arrangements, and private banking services; Multi-family office trust and trust administration, and family governance and legacy planning advisory services for high-net-worth and ultra-high-net-worth individuals and families, namely, advising on the selection and structuring of domestic trust jurisdictions, trust governance strategies, directed trustee structures, and oversight and administration of revocable trusts, irrevocable trusts, retirement trusts, and charitable trusts, and advising on family governance structures, family mission and values alignment, next-generation financial education, and multigenerational wealth stewardship planning, and in the field of advanced estate and wealth transfer planning, namely, advising on estate structuring, intergenerational wealth transfer strategies, and tax-efficient wealth transfer techniques for multigenerational families, including coordination with estate planning attorneys and tax advisors; Multi-family office financial administration, reporting, and oversight advisory services for high-net-worth and ultra-high-net-worth individuals, families, and family entities, namely, consolidated financial reporting, investment performance reporting, and aggregated financial asset monitoring across public securities, private investments, trusts, operating businesses, and multiple financial accounts and asset classes, and financial administration and oversight of complex wealth-holding structures including family limited partnerships, limited liability companies, trusts, and other family investment entities, and serving as an outsourced family chief financial officer providing centralized oversight, coordination, governance, and administration of complex multigenerational wealth structures, trusts, entities, and family financial affairs; Multi-family office charitable and philanthropic financial advisory services for high-net-worth and ultra-high-net-worth individuals and families, namely, advising on the design, funding, structuring, and administration coordination of charitable giving programs, donor-advised funds, private foundations, and other charitable giving vehicles; 100; 101; 102

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