U.S. federal trademark · Serial No. 99314452
Family office investment management services; Family office services in the nature of financial wealth management services; Family office investment advisory services; Financial wealth management services; Financial planning for retirement; Financial retirement plan consulting services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consultancy services in the field of planned donations for non-profit and charitable organizations; Financial trust planning; Financial risk management consultation; Financial consultation in the field of education; Estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.