business management consulting services specifically tailored for high-net-worth individuals and family offices; strategic business planning services Read More

Classification Information

Class [035]
Business management consulting services specifically tailored for high-net-worth individuals and family offices; strategic business planning services focused on wealth preservation and succession for private clients; business succession planning services for family-owned businesses and high-net-worth individuals;

Classification kind code

Class [036]
Estate planning services for high-net-worth individuals and families, including strategies for wealth transfer, tax minimization, and charitable giving; financial investment analysis and research services with a focus on customized portfolios for private clients; financial investment brokerage services for private wealth clients; financial investment counseling services targeting high-net-worth individuals and family offices; insurance consulting services for high-net-worth individuals, providing comprehensive solutions for risk management, life insurance, and legacy planning; financial evaluation for insurance purposes, specializing in high-value assets; administration of private wealth savings plans, including capital investment and portfolio management; capital investment consulting services focused on private equity, venture capital, and bespoke investment strategies for high-net-worth individuals; private equity fund investment services for family offices and individual investors; management of portfolios comprising securities and other investment vehicles tailored to the unique financial goals of high-net-worth clients; financial planning and advisory services specifically designed for affluent clients, addressing complex investment, tax, and estate challenges;

Classification kind code

Class [041]
Arranging and conducting conferences and seminars on private wealth management, estate planning, and investment strategies for high-net-worth individuals and family offices; educational services in the field of private wealth management, including personalized training on estate planning, investment strategies, and financial legacy creation;

Classification kind code

Mark Details

Serial Number

2358732

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 287 on 14^th Nov 2024	Pre-Assessment Letter Sent
Submitted for opposition 30 on 29^th Oct 2024	Filed
Submitted for opposition 1 on 29^th Oct 2024	Created
Submitted for opposition 31 on 29^th Oct 2024	Formalized