U.S. federal trademark · Serial No. 86510201 · Reg. No. 4875837
Tax preparation services; tax planning services; family office services, namely, financial record-keeping services, management of computerized databases featuring family financial documents, expense management, bill paying and bookkeeping for families
Financial services, namely, financial counseling and planning services and reporting; investment management services; financial planning and investment advisory services; estate planning; financial planning for retirement; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy families or individuals; insurance consultation; family office services, namely, providing centralized investment management, estate planning, and philanthropic planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.