U.S. federal trademark · Serial No. 87782363 · Reg. No. 5535850
Financial services, namely, wealth management services; wealth management services integrated with family dynamics in order to help families manage the interpersonal, relationship, and communication issues related to family wealth; consulting and advice in the field of family wealth management; providing information and advice for high net worth families related to generational wealth transfer and preservation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.