Mark Identification

Serial Number

98340086

Filing Date

Jan 3, 2024

Trademark by

UPSHER ASSET MANAGEMENT LLC

Classification Information

Family office services, namely, business advisory and consultancy services related to family planning; Family office services, namely, business facilitation and administration of family offices, strategic business planning, and coordination with financial planning providers in the nature of business organization consultancy; Family office services, namely, business planning in the nature of creating, implementing, and executing family legacy strategic business plans using a family office service-style platform

Advertising and Business

Family office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services

Insurance and Financial