U.S. federal trademark · Serial No. 97632219
Business succession planning; tax planning
Estate planning; estate trust planning, financial trust planning, developing charitable giving programs on behalf of high net worth individuals and families; financial asset management for business owners and high net worth individuals and families; wealth management services for business owners and high net worth individuals and families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.