U.S. federal trademark · Serial No. 97562146
Financial services, namely, investment management services, financial planning services, holistic wealth management services; financial asset management; family office services, namely, family wealth management consulting; estate planning, namely, advice on anticipating and arranging during a person's life to protect and maximize their estate for the future
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.