U.S. federal trademark · Serial No. 78773568 · Reg. No. 3493957
Financial analysis and consultation; Financial consultation; Financial evaluation for insurance purposes; Financial management; Financial planning; Financial planning consultation; Financial trust operations
Arranging and conducting educational conferences; Developing educational manuals for others in the field of family wealth and family development; Development and dissemination of educational materials of others in the field of family development and wealth transfer; Education services, namely, mentoring in the field of family development, wealth transfer, estate planning and legacy building; Education services, namely, providing tutorial sessions in the field of family development, financial planning, wealth transfer, legacy building; Educational services, namely, conducting programs in the field of family values, culture, education, financial planning, estate planning, legacy building, publication; Providing continuing legal education courses
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.