U.S. federal trademark · Serial No. 86497042 · Reg. No. 4794531
Financial services, namely, financial and investment planning and consulting, wealth management, developing and managing the charitable giving programs of others, estate planning and consultation services, capital investment consulting and consulting services in the field of monetary philanthropic and charitable giving
Tax consultation and planning services; business information services; business succession planning; business consulting services in the fields of succession planning, tax planning, and business plan development
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.