Class 035: BUSINESS ADMINISTRATION AND MANAGEMENT SERVICES FOR HIGH NET WORTH INDIVIDUALS AND FAMILIES, NAMELY, ACCOUNTING, BILL PAYING, BOOKKEEPING, AND BUDGETING; NEGOTIATION OF PERSONAL AND REAL PROPERTY PURCHASES, MORTGAGES AND LEASES FOR THIRD PARTIES; TAX AND TAXATION PLANNING, ADVICE, INFORMATION AND CONSULTANCY SERVICES; Class 036: FINANCIAL AND INVESTMENT MANAGEMENT FOR HIGH NET WORTH INDIVIDUALS AND FAMILIES; FINANCIAL PLANNING, WEALTH MANAGEMENT, TRUST AND ESTATE PLANNING, INSURANCE RISK MANAGEMENT, ADVICE AND CONSULTATION REGARDING INSURANCE NEEDS AND POLICIES, FINANCIAL SERVICES, NAMELY, FINANCIAL PERFORMANCE REPORTING, INVESTMENT ADVICE, INVESTMENT MANAGEMENT, INVESTMENT CONSULTATION, AND INVESTMENT OF FUNDS FOR OTHERS, CONSULTATION ON FINANCIAL ACQUISITIONS AND DIVESTITURES, ALL DIRECTED TO HIGH NET WORTH INDIVIDUALS, FAMILIES AND RELATED ENTITIES; ADMINISTRATION AND SUPERVISION OF BANKING AND CREDIT ACCOUNTS AND INSURANCE MATTERS
CONSULTANCY AND ADVISORY SERVICES IN THE FIELD OF STRATEGIC BUSINESS, INCOME, AND ASSET PROTECTION AND PRESERVATION PLANS OFFERED EXCLUSIVELY TO CLOSELY HELD AND FAMILY-OWNED BUSINESSES, HIGHLY SUCCESSFUL INDIVIDUALS, AND HIGH NET WORTH FAMILIES BY PROVIDING THEM THE RIGHT PEOPLE, THE RIGHT TECHNOLOGY, AND THE RIGHT PROCESSES TO SOLVE THE COMPLEX PROBLEMS OF BUSINESS AND LIFE IN TODAY’S CHANGING WORLD; No claim is made to the exclusive right to use FINANCIAL/LIFE MANAGEMENT, apart from the mark as shown.
FINANCIAL AND INVESTMENT MANAGEMENT FOR HIGH NET WORTH INDIVIDUALS AND FAMILIES; FINANCIAL PLANNING, WEALTH MANAGEMENT, TRUST AND ESTATE PLANNING, INSURANCE RISK MANAGEMENT, ADVICE AND CONSULTATION REGARDING INSURANCE NEEDS AND POLICIES, FINANCIAL SERVICES, NAMELY, FINANCIAL PERFORMANCE REPORTING, INVESTMENT ADVICE, INVESTMENT MANAGEMENT, INVESTMENT CONSULTATION, AND INVESTMENT OF FUNDS FOR OTHERS, CONSULTATION ON FINANCIAL ACQUISITIONS AND DIVESTITURES, ALL DIRECTED TO HIGH NET WORTH INDIVIDUALS, FAMILIES AND RELATED ENTITIES; ADMINISTRATION AND SUPERVISION OF BANKING AND CREDIT ACCOUNTS AND INSURANCE MATTERS; BUSINESS ADMINISTRATION AND MANAGEMENT SERVICES FOR HIGH NET WORTH INDIVIDUALS AND FAMILIES, NAMELY, ACCOUNTING, BILL PAYING, BOOKKEEPING, AND BUDGETING; NEGOTIATION OF PERSONAL AND REAL PROPERTY PURCHASES, MORTGAGES AND LEASES FOR THIRD PARTIES; TAX AND TAXATION PLANNING, ADVICE, INFORMATION AND CONSULTANCY SERVICES
PLATFORM AS A SERVICE (PAAS) FEATURING COMPUTER SOFTWARE PLATFORMS FOR CONNECTING QUALIFIED SERVICE PROVIDERS WITH HIGH NET WORTH INDIVIDUALS AND FAMILIES IN THE FIELDS OF FINANCIAL MANAGEMENT, BUDGETING, FINANCIAL PLANNING, ESTATE PLANNING, INVESTMENT TRACKING, PORTFOLIO ANALYSIS, PORTFOLIO MANAGEMENT, INVESTMENT REPORTING, INVESTMENT PERFORMANCE MEASUREMENT, FINANCIAL INSTRUMENT TRADES TRACKING, ACCOUNT RECONCILIATION AND ACCOUNTING, BRAND DEVELOPMENT, LIFE COACHING, HEALTHY LIVING AND LIFESTYLE WELLNESS, COLLECTION OF HISTORICAL RECORDS AND PREPARATION OF PERSONAL AND FAMILY ARCHIVES
BUSINESS ADMINISTRATION AND MANAGEMENT SERVICES FOR HIGH NET WORTH INDIVIDUALS AND FAMILIES, NAMELY, ACCOUNTING, BOOKKEEPING, AND BUSINESS ASSISTANCE IN THE FIELD OF BUDGETING; BUSINESS ADMINISTRATION AND BUSINESS SUPERVISION OF BANKING AND CREDIT ACCOUNTS AND INSURANCE MATTERS; NEGOTIATION OF PERSONAL AND REAL PROPERTY PURCHASE AGREEMENTS, MORTGAGE CONTACTS AND LEASE CONTRACTS FOR THIRD PARTIES FOR BUSINESS PURPOSES; TAX AND TAXATION PLANNING, ADVICE, INFORMATION AND CONSULTANCY SERVICES; PREPARING FINANCIAL PERFORMANCE REPORTS FOR OTHERS | FINANCIAL AND INVESTMENT MANAGEMENT FOR HIGH NET WORTH INDIVIDUALS AND FAMILIES; FINANCIAL PLANNING, WEALTH MANAGEMENT, TRUST AND ESTATE PLANNING, INSURANCE RISK MANAGEMENT, ADVICE AND CONSULTATION REGARDING INSURANCE NEEDS AND POLICIES; FINANCIAL SERVICES, NAMELY, NEWS REPORTING SERVICES IN THE FIELD OF FINANCIAL PERFORMANCE NEWS, INVESTMENT ADVICE, INVESTMENT MANAGEMENT, INVESTMENT CONSULTATION, AND INVESTMENT OF FUNDS FOR OTHERS, CONSULTATION ON FINANCIAL ACQUISITIONS AND DIVESTITURES, ALL DIRECTED TO HIGH NET WORTH INDIVIDUALS, FAMILIES AND RELATED ENTITIES; FINANCIAL ADMINISTRATION AND MANAGEMENT SERVICES FOR HIGH NET WORTH INDIVIDUALS AND FAMILIES, NAMELY, BILL PAYMENT SERVICES AND FINANCIAL ADVICE IN THE NATURE OF BUDGETING PLANNING; FINANCIAL ADMINISTRATION AND FINANCIAL SUPERVISION, FOR INVESTMENT PURPOSES, OF BANKING AND CREDIT ACCOUNTS AND INSURANCE MATTERS
