U.S. federal trademark · Serial No. 99132417 · Reg. No. 8320758
tax planning; family office services, namely, tax planning and advisory services
Financial services, namely, financial planning, research and advisory services; estate planning, estate trust management, financial trust administration and estate settlement services; investment consultation, advisory and management; financial analysis, consultation, and management; financial planning for retirement; custodial banking services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; corporate trustee services; financial planning services, namely, developing and managing charitable gifts; bill payment services; family office services, namely, financial planning and advisory services, financial trust planning, estate planning, investment consultation, advisory and management, and financial philanthropic gift planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.