Pathstone Family Office, LLC

Class 035: Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services; Class 036: Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of assets for investment purposes; Selection of investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable investment advisory services; Trust services; trust management; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services; financial custody services; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management; Class 039: Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services; Class 041: Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; Class 044: Health care consultancy; health counseling; providing information in the field of health and wellness; Medical referral services; providing information relating to health care; providing health information; providing information relating to medical services; Class 045: Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce

Class 039: Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services; Class 044: Health care consultancy; health counseling; providing information in the field of health and wellness; Medical referral services; providing information relating to health care; providing health information; providing information relating to medical services; Class 045: Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce

Class 035: Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services; Class 036: Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of assets for investment purposes; Selection of investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable investment advisory services; Trust services; trust management; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services; financial custody services; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management; Class 039: Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services; Class 041: Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; Educational services in the field of family governance and wealth succession; educational services in the field of philanthropic and charitable causes; Class 044: Health care consultancy; health counseling; providing information in the field of health and wellness; Medical referral services; providing information relating to health care; providing health information; providing information relating to medical services; Class 045: Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce

Class 035: Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services; Class 036: Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of assets for investment purposes; Selection of investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable investment advisory services; Trust services; trust management; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services; financial custody services; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management; Class 039: Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services; Class 041: Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; Educational services in the field of family governance and wealth succession; educational services in the field of philanthropic and charitable causes; Class 044: Health care consultancy; health counseling; providing information in the field of health and wellness; Medical referral services; providing information relating to health care; providing health information; providing information relating to medical services; Class 045: Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce

Class 035: Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services; Class 036: Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of assets for investment purposes; Selection of investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable investment advisory services; Trust services; trust management; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services; financial custody services; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management; Class 039: Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services; Class 041: Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; Educational services in the field of family governance and wealth succession; educational services in the field of philanthropic and charitable causes; Class 044: Health care consultancy; health counseling; providing information in the field of health and wellness; Medical referral services; providing information relating to health care; providing health information; providing information relating to medical services; Class 045: Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce

Class 036: Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of assets for investment purposes; Selection of investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable investment advisory services; Trust services; trust management; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services; financial custody services; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management

Class 035: Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services; Class 039: Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services; Class 041: Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; Educational services in the field of family governance and wealth succession; educational services in the field of philanthropic and charitable causes; Class 044: Health care consultancy; health counseling; providing information in the field of health and wellness; Medical referral services; providing information relating to health care; providing health information; providing information relating to medical services; Class 045: Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce

Class 035: Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services; Class 036: Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of assets for investment purposes; Selection of investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable investment advisory services; Trust services; trust management; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services; financial custody services; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management; Class 039: Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services; Class 041: Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; Educational services in the field of family governance and wealth succession; educational services in the field of philanthropic and charitable causes; Class 044: Health care consultancy; health counseling; providing information in the field of health and wellness; Medical referral services; providing information relating to health care; providing health information; providing information relating to medical services; Class 045: Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce

Class 035: Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services; Class 036: Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of assets for investment purposes; Selection of investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable investment advisory services; Trust services; trust management; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services; financial custody services; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management; Class 039: Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services; Class 041: Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; Educational services in the field of family governance and wealth succession; educational services in the field of philanthropic and charitable causes; Class 044: Health care consultancy; health counseling; providing information in the field of health and wellness; Medical referral services; providing information relating to health care; providing health information; providing information relating to medical services; Class 045: Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce

Class 035: Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services; Class 036: Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of assets for investment purposes; Selection of investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable investment advisory services; Trust services; trust management; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services; financial custody services; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management; Class 039: Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services; Class 041: Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; Educational services in the field of family governance and wealth succession; educational services in the field of philanthropic and charitable causes; Class 044: Health care consultancy; health counseling; providing information in the field of health and wellness; Medical referral services; providing information relating to health care; providing health information; providing information relating to medical services; Class 045: Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce

Class 039: Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services

Class 035: Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services; Class 036: Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of assets for investment purposes; Selection of investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable investment advisory services; Trust services; trust management; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services; financial custody services; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management; Class 039: Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services; Class 041: Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; Educational services in the field of family governance and wealth succession; educational services in the field of philanthropic and charitable causes; Class 044: Health care consultancy; health counseling; providing information in the field of health and wellness; Medical referral services; providing information relating to health care; providing health information; providing information relating to medical services; Class 045: Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce

Class 035: Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services; Class 036: Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of assets for investment purposes; Selection of investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable investment advisory services; Trust services; trust management; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services; financial custody services; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management; Class 039: Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services; Class 041: Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; Educational services in the field of family governance and wealth succession; educational services in the field of philanthropic and charitable causes; Class 044: Wellness consultancy in the field of lifestyle and nutrition for financial planning clients; providing information in the field of wellness and lifestyle management in connection with wealth management services; Class 045: Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce

Class 035: Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services; Class 036: Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of assets for investment purposes; Selection of investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable investment advisory services; Trust services; trust management; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services; financial custody services; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management; Class 039: Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services; Class 041: Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; Educational services in the field of family governance and wealth succession; educational services in the field of philanthropic and charitable causes; Class 044: Wellness consultancy in the field of lifestyle and nutrition for financial planning clients; providing information in the field of wellness and lifestyle management in connection with wealth management services; Class 045: Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce

Class 036: Bill payment services; Estate planning; Financial planning and investment advisory services; Financial services, namely, wealth management services

Bill payment services; Estate planning; Financial consulting and advising in the field of mergers and acquisitions; Financial planning and investment advisory services; Financial services, namely, wealth management services

Educational services, namely, developing, arranging, and conducting conferences in the field of financial planning and investments

Bill payment services; Estate planning; Financial consulting and advising in the field of mergers and acquisitions; Financial planning and investment advisory services; Financial services, namely, wealth management services

Financial planning and investment advisory services for family offices, individuals, families, or their foundations; Financial services, namely, wealth management services for family offices, individuals, families, or their foundations

Class 035: Business succession planning; Tax and taxation planning, advice, information and consultancy services; Class 036: Bill payment services; Estate planning; Financial consulting and advising in the field of mergers and acquisitions; Financial planning and investment advisory services; Financial services, namely, wealth management services

Class 035: Business succession planning; Tax and taxation planning, advice, information and consultancy services; Class 036: Bill payment services; Estate planning; Financial consulting and advising in the field of mergers and acquisitions; Financial planning and investment advisory services; Financial services, namely, wealth management services

Class 035: Business succession planning; Tax and taxation planning, advice, information and consultancy services; Class 036: Bill payment services; Estate planning; Financial consulting and advising in the field of mergers and acquisitions; Financial planning and investment advisory services; Financial services, namely, wealth management services

Class 035: Business succession planning; Tax and taxation planning, advice, information and consultancy services; Class 036: Bill payment services; Estate planning; Financial consulting and advising in the field of mergers and acquisitions; Financial planning and investment advisory services; Financial services, namely, wealth management services

Class 035: Business succession planning; Tax and taxation planning, advice, information and consultancy services; Class 036: Bill payment services; Estate planning; Financial consulting and advising in the field of mergers and acquisitions; Financial planning and investment advisory services; Financial services, namely, wealth management services