U.S. federal trademark · Serial No. 97607072
Estate planning; Estate trust planning; Financial planning, namely, creating personalized strategies for families or family offices, estate and tax planning services for families or family offices; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, estate settlement services; Financial services, namely, wealth management services; Investment advisory services; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing investors with financial information; Strategic financial advisory services; Trust management accounts; Trust services, namely, investment and trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.