U.S. federal trademark · Serial No. 99781277
Financial advisory and consultancy services, namely, Fiduciary services; trust administration; financial asset management; custodial financial services; charitable fund management; estate trust management; estate planning; financial planning; investment management services; financial advisory services; management of charitable funds and donor-advised funds; financial management of investment funds for others.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.