Serial #98149366 Trademark

Personal concierge services for others comprising making requested personal arrangements and reservations, research and providing customer-specific information to meet individual needs; Personal concierge services for others related to navigating medical, health and wellness, namely, identifying and recommending service providers and coordinating introductions and onboarding arrangements; Personal concierge services for others related to finding providers and service people, namely, making requested personal arrangements and reservations to meet individual needs

Financial services, namely, investment and wealth management services; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial trust and estate planning, information and consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services in the field of philanthropy in the nature of financial planning, information, consultancy, implementation and management; Insurance consultancy; Financial advice relating to tax; Real estate consultancy; Real estate advisory services; Financial advisory services, namely, debt and lines of credit advisory services; Real estate acquisition services; Holding company services performed for third parties, namely, investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Management of private equity funds; Bill payment services