U.S. federal trademark · Serial No. 85286281 · Reg. No. 4255998
Financial advisory and consulting services for legal, accounting and tax professionals, namely, the organization and management of customized trust and investment solutions to individual and institutional clients; Financial planning and investment advisory services for legal, accounting and tax professionals, relating to personal and corporate trusts, asset management, retirement planning, real estate and private equity investments, company benefits and retirement plans, and life insurance trusts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.