Filed June 2, 2026

Serial No. 99860387

Examining Attorney JUDITH MICHELLE HELFMAN

Class Financial advisory and consultancy services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; financial concierge services comprised of wealth management services, investment management services and generational wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; Financial advisory and consultancy services, namely, investment advisory services; financial planning; financial planning consultation; financial portfolio analysis services; financial money management services; financial analysis and consultation; financial analysis and research services; capital investment services; financial investment brokerage services; investment banking services; mutual fund planning services; Individual retirement account services; Financial retirement plan consulting services; Financial planning, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families, financial independence and cash flow planning, financial risk management, financial asset planning and management in the nature of estate planning and wealth transfer planning, and financial planning for private educational institutions; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of wealth management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of financial planning; Financial advisory and consultancy services, namely, creating personalized strategies for investment and wealth management; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; strategic corporate financial advisory services; strategic financial advisory services; Financial risk assessment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financing services; Lending consultant services; Trust services, namely, investment and trust company services; Fiduciary services, namely, fiduciary representative services; Estate trust management; Estate trust planning; Financial trust administration; Financial trust operations; Family office investment advisory services; Family office investment management services; Family office services in the nature of financial wealth management services; Family office services in the nature of investment advisory services; Philanthropic services concerning monetary donations; Real estate investment services; Real estate investment consultancy; Real estate acquisition services; Real estate financing services; Real estate consultancy; Real estate valuations; Real estate management services; Real estate management consultation; Assessment and management of real estate; Real estate funds investment services; Real estate investment trust services; Real estate investment trust advisory services; Real estate investment trust management services; 100; 101; 102

Case Type Service mark