U.S. federal trademark · Serial No. 85025573 · Reg. No. 4092928
Trust and estate planning services; retirement planning services; charitable and philanthropic monetary giving advisory services; providing information in the field of charitable and philanthropic monetary giving through financial and estate planning; [ insurance agency and brokerage services; ] real estate investment services; providing information related to all of the foregoing services and associated accounts via the Internet, all the foregoing services being provided to high net worth individuals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.