U.S. federal trademark · Serial No. 78867255 · Reg. No. 3350134
Tax advisory and tax consultation services; Business management consulting services and accounting services for high net worth clients
Financial analysis, planning, forecasting, due diligence and consultation services; Investment advisory and investment management services; Insurance and risk management consulting services; Investment services, namely asset protection consulting services; Estate planning advisory services; Philanthropic advisory services concerning donations of cash, securities and real property; Wealth management advisory services; Financial information provided by electronic means
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.