U.S. federal trademark · Serial No. 88932867
Providing advisory, consultancy, and strategic planning services to beneficiaries of family wealth and family offices, beneficiary advisors and trustees relating to wealth management, family offices, estate planning, trusts, trust administration, tax, investing, fiduciary oversight and fiduciary relationships
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.