U.S. federal trademark · Serial No. 97741700 · Reg. No. 7779280
Fiduciary services, namely, fiduciary representative services; Financial planning and investment advisory services; Financial trust planning; Real estate acquisition services; Real estate services, namely, rental, brokerage, leasing and management of commercial property, offices and office space; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
Administration, billing and reconciliation of accounts on behalf of others; Business acquisition and merger consultation; Business succession planning; Financial records management; Tax and taxation planning, advice, information and consultancy services
Legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of real estate law, mergers and acquisitions, corporate finance, and estate and trust
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.