U.S. federal trademark · Serial No. 87030128 · Reg. No. 5456166
Family office services, namely, wealth management, financial and investment risk management, financial planning, estate planning, retirement planning, namely, financial planning for retirement, developing and managing charitable donation programs of others, advice and consultation regarding insurance needs and policies, and financial portfolio consulting and advisory services tailored to wealthy families; all of the foregoing excluding investment management of funds, asset acquisition and management of investment property, and real estate investment trust services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.