U.S. federal trademark · Serial No. 76379617 · Reg. No. 2715382
Business administration and management services for financial services professionals and advisors via a global computer information network who provide trust design and management, retirement planning and counseling, organizational management for trusts and businesses, protection, estate planning and administration, taxation, inheritance, philanthropy, charitable giving and endowments and wealth management advice and services to high net-worth individuals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.