U.S. federal trademark · Serial No. 98079142
Family business succession planning; business transition planning; tax planning
Software as a service (SaaS) services featuring computer software for creating, accessing and editing interactive game presentations in the fields of financial consulting, investment advice, family succession, financial portfolio and financial legacy consulting and advice, financial planning, wealth management, estate settlement, estate planning, and family office services, namely, financial planning, investment, lifestyle and legacy advice tailored to wealthy families
Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.