Class 035: business advisory services for foundations, families and institutions; business management services for foundations, families and institutions; business strategic planning for social impact; business strategic planning for family involvement in foundations and institutions; branding and brand strategy services, namely, consulting, development, management and marketing of brands for businesses, foundation, families, institutions, and individuals; marketing plan development, namely, developing vision, strategy and focus areas for foundations, families and institutions; business operations and administration; administration and management of research grants services; tax advisory services; customers relationship management services; special events planning services for business purposes; advocacy services, namely, promoting the interests of disadvantaged persons through public advocacy; brand positioning services; marketing and brand management services, namely, consulting, development, management and marketing of brands for businesses, foundation, families, institutions, and individuals; public relations services; preparing business impact reports and provision of marketing impact reports; preparing social issue business reports and provision of marketing social issue reports; business development services in the nature of social media strategy services; creating advertising materials; Class 036: financial advisory services for foundations, families and institutions; financial management services for foundations, families and institutions; financial due diligence services; tax services, namely, tax payment processing services; philanthropy consultation relating to charitable fundraising; financial planning services, namely, developing and implementing funding strategies; charitable fundraising services by means of organizing and conducting special events
Personal concierge services for others comprising making requested personal arrangements and reservations, running errands and providing customer specific information to meet individual needs, all rendered in business establishments, office buildings, hotels, residential complexes and homes; Legal services; Personal lifestyle consulting services; Personal concierge services being personal shopping for others in the field of renting and purchasing vehicles and real estate; Providing information in the field of time management to individuals for personal purposes
Tax advisory services; Tax filing services; Tax preparation; Business advisory services with regard to executive compensation; Business advisory services with regard to league benefits, namely, sports league benefits for professional and semi-professional athletes; Marketing services; Brand positioning services; Providing travel management services; Business administrative services for the relocation of personnel; Business networking; Personal management services for entertainers; Personal management services for high net worth individuals in the nature of artists, entertainers, athletes, and business executives; Professional staffing and recruiting services; all the foregoing excluding operation and management of hedge funds
Bill payment services; Personal financial advice; Personal financial management; Personal financial planning; Financial planning for education; Financial planning for retirement; Financial planning for charitable and philanthropic giving; Financial services, namely, personal wealth management services; Financial trust operations; Financial trust planning; Estate planning; Mortgage lending; Insurance consultation; Cash management; Financial advice; Financial advisory and consultancy services; Financial asset management; Financial management; Financial planning; Financial portfolio management; Financial risk management; Providing information in the field of finance and financial management; International banking services; all the foregoing excluding operation and management of hedge funds
Bill payment services; Personal financial advice; Personal financial management; Personal financial planning; Financial planning for education; Financial planning for retirement; Financial planning for charitable and philanthropic giving; Financial services, namely, personal wealth management services; Financial trust operations; Financial trust planning; Estate planning; Mortgage lending; Insurance consultation; Cash management; Financial advice; Financial advisory and consultancy services; Financial asset management; Financial management; Financial planning; Financial portfolio management; Financial risk management; Providing information in the field of finance and financial management; International banking services
Tax advisory services; Tax filing services; Tax preparation; Business advisory services with regard to executive compensation; Business advisory services with regard to league benefits, namely, sports league benefits for professional and semi-professional athletes; Marketing services; Brand positioning services; Providing travel management services; Business administrative services for the relocation of personnel; Business networking; Personal management services for entertainers; Personal management services for high net worth individuals in the nature of artists, entertainers, executives, and athletes; Professional staffing and recruiting services
Personal concierge services for others comprising making requested personal arrangements and reservations, running errands and providing customer specific information to meet individual needs, all rendered in business establishments, office buildings, hotels, residential complexes and homes; Legal services; Personal lifestyle consulting services; Personal concierge services being personal shopping for others in the field of renting and purchasing vehicles and real estate; Providing information in the field of time management to individuals for personal purposes
Class 036: Financial advisory and consultancy services; Financial analysis and research services; Financial information and advisory services; Financial portfolio analysis services; Investment management; Investment of funds for others; Private equity consultant services; Private equity fund investment services; Venture capital advisory services; Venture capital financing; Financial portfolio 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; Investment advice in the fields of securities; Investment advice in the fields of private and public equity; Investment of funds for others in the fields of private and public equity; Investment of funds for others in the fields of securities; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services
Class 035: Tax advisory services; Tax filing services; Tax preparation; Business advisory services with regard to executive compensation; all of the foregoing excluding operation and management of hedge funds; Class 036: Bill payment services; personal financial advice; personal financial management; personal financial planning; Financial planning for education; Financial planning for retirement; Financial planning for philanthropic giving; Financial services, namely, personal wealth management services; Financial trust operations; Financial trust planning; Estate planning; Mortgage lending; Insurance consultation; all of the foregoing excluding operation and management of hedge funds; Class 045: Personal concierge services for others comprising making requested personal arrangements and reservations, running errands and providing customer specific information to meet individual needs, all rendered in business establishments, office buildings, hotels, residential complexes and homes; legal services; all of the foregoing excluding operation and management of hedge funds