Filed July 29, 2024

Serial No. 98672087

Examining Attorney KRISTEN ZAHNOW WU

Class Financial services, namely, administration of transactions involving funds drawn from private equity funds, real estate investments, hedge funds, capital investment, and other types of alternative financial investment vehicles in retirement plans using a check or negotiable order of withdrawal over a global data network; financial portfolio management; investment management in the nature of fund structuring; financial advisory and consultancy services, namely, providing investment management, asset management, and financial advisory services in the fields of private equity, real estate, credit, infrastructure, hedge funds, and other alternative investments; financial consulting services regarding capital markets, mergers and acquisitions, and financial restructuring; financial planning, namely, creating personalized investment strategies and financial plans for clients, including asset allocation, retirement planning, wealth management, estate planning, tax planning, risk management, and investment strategy development, with a focus on maximizing returns and achieving financial independence; 100; 101; 102

Case Type Service mark