Filed March 26, 2019

Serial No. 88356292

Registered Dec. 10, 2019

Registration No. 5,930,675

Class Financial asset management; financial investment services, namely, asset and investment acquisitions, consultation, advisory and development; financial advisory and consultancy services; financial planning and investment advisory services; financial services, namely, wealth management services; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, net worth management; financial affairs and monetary affairs, namely, financial information management and analysis services; cash and liquid asset management; financial planning, namely, creating personalized strategies for family governance and legacy planning all for the purpose of managing a family's shared financial assets; fiduciary services, namely, fiduciary representative services; private banking services; philanthropy consultation relating to charitable monetary giving; philanthropic services concerning monetary donations; all of the foregoing services provided for ultra-high net worth investors; 100; 101; 102; 100; 101; 107

Case Type Service mark