U.S. federal trademark · Serial No. 98925274 · Reg. No. 8056202
Estate trust management; Estate trust planning; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning; Financial planning for retirement; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial trust operations; Financial planning consultation; Funds investment; Insurance risk management; Private equity fund investment services; Trust services, namely, investment and trust company services
Brand concept and brand development services for corporate and individual clients; Business development services; Business management; Business management of the nonprofit corporations and trade associations of others; Development of marketing strategies, concepts and tactics, namely, audience development, brand awareness, customer relations, online community building and digital word of mouth communications; Tax and taxation planning, advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.