U.S. federal trademark · Serial No. 88356292 · Reg. No. 5930675
Workshops and seminars in the field of financial investments, wealth sustainability and family governance and legacy planning for ultra-high net worth individuals and families
Financial asset management; financial investment services, namely, asset and investment acquisitions, consultation, advisory and development; financial advisory and consultancy services; financial planning and investment advisory services; financial services, namely, wealth management services; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, net worth management; financial affairs and monetary affairs, namely, financial information management and analysis services; cash and liquid asset management; financial planning, namely, creating personalized strategies for family governance and legacy planning all for the purpose of managing a family's shared financial assets; fiduciary services, namely, fiduciary representative services; private banking services; philanthropy consultation relating to charitable monetary giving; philanthropic services concerning monetary donations; all of the foregoing services provided for ultra-high net worth investors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.