U.S. federal trademark · Serial No. 98678375
financial and investment advice and consultation; financial portfolio management; family office services, namely, financial advisory and consultancy services relating to wealth management, estate management, tax planning, and philanthropic planning; providing a website featuring news and information in the fields of financial investments, financial planning, and trust and estate strategy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.