Mark Identification

ENHANCING PRIVATE WEALTH FOR GENERATIONS

Serial Number

76401100

Filing Date

May 1, 2002

Registration Date

Jan 6, 2004

Trademark by

BESSEMER SERVICES INC.

Active Trademark

Classification Information

Tax planning services; tax preparation services; payroll services, namely, payroll preparation services; bookkeeping services

Advertising and Business

Financial management services; fiduciary management services; investment management services; investment advisory services; financial investment services in the fields of US and international securities, real estate, oil and gas and private investment funds; financial planning services; estate planning services; estate trust management services; insurance planning services, namely, insurance consultation; banking services, namely banking and checking account services; financial services in the field of money lending; wire transfer services; bill payment services; payroll services, namely, payroll tax debiting; appraisal services, namely appraisal of securities and investment portfolios; currency conversion services; advisory services concerning philanthropic donations in the form of cash, securities and other valuable assets

Insurance and Financial