Mark Identification

GALWAY FAMILY OFFICE

Serial Number

98707748

Filing Date

Aug 20, 2024

Trademark by

EDGEWOOD PARTNERS INSURANCE CENTER

Classification Information

Business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, and bill paying; tax advisory services; Financial records management; tax and taxation planning, advice, information and consultancy services; business succession planning; business acquisition and merger consultation; administration, billing and reconciliation of accounts on behalf of others; tax consultation; records management services, namely, document indexing for others in the field of estate structuring; business administration services, namely, regulatory submission management in the nature of organizing, filing, and communicating financial and investment regulatory compliance documents and reports; accounting services

Advertising and Business

Family office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial planning and investment advisory services; financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; estate planning; financial administration of individual and family trusts and investment portfolios; financial consultation; financial portfolio management; bill payment services; cash management; philanthropic services, namely, providing grant administration for non-profit organizations, educational institutions, and other community organizations and consultation related thereto; financial trust administration relating to grant-making and tax compliance for private foundations; fiduciary and financial custodian representative services; strategic financial governance consulting and advisory services; estate planning and structuring services; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families

Insurance and Financial