U.S. federal trademark · Serial No. 86164052 · Reg. No. 4651774
Tax and taxation planning, advice, information and consultancy services; Family office services, namely, tax consultation, preparation, and filing services, and management of tax files
Trust services, namely, investment and trust company services; financial services, namely, wealth management services; Fiduciary services, namely, fiduciary representative services; Family office services, namely, budget planning, insurance advice, investment advice, investment management, investment consultation, investment of funds for others, fiduciary tax payment processing services, and tax payment processing services; trustee services; bill payment services; Financial services, namely, financial analysis and consultation and investment advisory services; financial services, namely, retirement planning; Providing philanthropic consulting services to family offices, families and individuals in making and executing decisions regarding grant making and other applications of their financial resources
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.