PRIVATE FAMILY OFFICE Trademark

Trademark Facts

Goods & Services

Class 036: Financial consultancy, advice, planning and management; investment advisory services; investment management; financial portfolio analysis services; investment consulting services, namely, advising family offices, high net worth individuals and other individuals and investors, and their professional advisors, in the field of capital investing; family office services, namely, financial planning and advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, tax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionals, and financial philanthropic gift planning; providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a web site to retrieve and display data from third party financial and investment web sites on one or more consolidated views; providing financial information to consumers including account, transaction, and balance information from a wide variety of sources, namely, banks and other financial institutions, accounts, lawyers and other professional advisors, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; providing information pertaining to finance, banking, investments and retirement planning, through electronic means

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