Serial #78785106 Trademark

Financial services, namely: wealth and financial management services, including: financial analysis and consultation; financial information processing; financial planning consultation; day-to-day money management services, including bill paying and cash flow analysis; wealth management, including long-range wealth and estate planning; reviewing, designing and monitoring of family tax and estate plans; advice regarding philanthropic and foundation planning and management; investment advisory services, including: short- and long-term investment portfolio planning, design and advice based on risk tolerance, cash flow requirements and long-term return objectives; asset allocation planning and implementation; active administration and monitoring of investment portfolios, including in-house management of income investments and U;S; equities, as well as open architecture programs for micro-, small- and mid-cap stocks, large-cap stocks, hedge funds, international, private equity and exchange-traded funds; provision of aggregated investment information electronically; family governance services, including: designing and implementing financial education and skills training programs, including group programs as well as one-on-one training, with a particular focus on young adults; support for family-owned businesses, goal setting and succession planning, strategic philanthropy, and consolidated family reporting.