OMNIVITA Trademark

[ Workshops and seminars in the field of will and estate planning; providing lifestyle services, namely, professional life enhancement coaching services ]

Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; advice relating to investments; investment management; investment of funds for others; financial services, namely, providing for foreign currency exchange; financial services, namely, wealth management services; estate planning; estate trust management; estate trust planning; lending consultant services; consumer lending services; financial investment counseling, namely, financial planning and investment advisory services; financial planning; financial planning and investment advisory services; financial management; financial planning for retirement; financial placement of private equity funds for others, namely, assisting others with the completion of financial transactions for equities; financial investment analysis and stock research; financial investment brokerage; financial asset management; financial administration of retirement plans; financial analysis; financial analysis and consultation services; financial securities brokerage services, namely, management and brokerage in the field of securities; financial trust planning; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; insurance brokerage services; financial services, namely, fully integrated wealth management services, regrouping investment counseling in the form of investment advisory services, asset allocation in the form of financial asset management, investment management and monitoring, securities purchase in the form of securities brokerage, custody securities in the form of management of securities portfolios, bill paying in the form of bill payment services, cash flow and budget in the form of budget planning, estate planning, financial trust administration, financial planning; family office services, namely, advising families and individuals with respect to management of all aspects of their financial affairs, namely, investment opinion and oversight in the form of investment management, estate planning and administration, wealth management services, insurance planning in the form of insurance consultation, professional advisor coordination and strategy, succession planning, intergenerational inheritance planning and wealth transition planning in the form of wealth management services; family office services, namely, arranging and coordinating of advice and consultations in the fields of personal finance, investments, estate and legacy planning, insurance, wealth management, philanthropic planning in the form of philanthropic services concerning monetary donations, asset protection consulting services in the form of financial asset management, trust services consulting and advising in the form of investment and trust company services; brokerage of shares and other securities; financial investments in the field of securities; investment agencies in the field of securities, namely, investment consultation in the field of securities; management of portfolios comprising securities; payroll tax debiting; liaise with financial institutions and other specialized teams on behalf of individuals and corporations in the form of financial consulting; cash flow planning and management services for others in the form of cash management; online trading of financial instruments, shares, options and other derivative products; financial consulting and advising in the field of mergers and acquisitions; corporate finance services, namely, consultation in the field of capital structure; capital markets financial advisory services

[ Family office services, namely, arranging and coordinating of advice in the fields of legal issues in the form of legal services; providing lifestyle services, namely, personal concierge services for others comprising making requested personal arrangements and reservations and providing customer-specific information to meet individual needs; liaise with lawyers on behalf of individuals and corporations in the form of legal consultation services; legal consultation services ]

Tax advisory services; business succession planning services; tax planning, namely, tax planning, advice, information and consultancy services; financial statement preparation; insurance management, namely, financial record-keeping for insurance risk management; succession planning and credit, namely, business succession planning; family office consulting services, namely, business management consulting; family office services, namely, advising families and individuals with respect to management of all aspects of their business affairs, namely, tax planning and preparation of tax returns in the form of tax planning, advice, information and consultancy services, personal and business risk management, family governance in the form of business organizational consultation, family business advising in the form of business management consulting; family office services, namely, arranging and coordinating of advice in the fields of personal and business risk assessment and management, business valuation and appraisals, accounting, tax, human resources, business succession planning; tax and taxation planning, advice, information and consultancy services; payroll preparation services; business management consultancy and advisory services; bookkeeping services; liaise with accountants and tax planners on behalf of individuals and corporations in the form of accounting and tax consultations; tax preparation services and preparing income tax reports; accounting services; investment vehicles, namely, the formation, offering, and management of limited liability partnerships in the form of business planning