U.S. federal trademark · Serial No. 50157350
Financial planning; Financial consultation; Financial management; Financial advisory and consultancy services; Estate planning; Family office services in the nature of investment management; Financial services, namely, wealth management services; Financial information and advisory services; Financial planning and investment advisory services; Financial trust administration; Financial asset management in the field of estate planning; Trust services, namely, investment and trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.