U.S. federal trademark · Serial No. 98333809 · Reg. No. 7649266
FINANCIAL AND INVESTMENT MANAGEMENT FOR HIGH NET WORTH INDIVIDUALS AND FAMILIES; FINANCIAL PLANNING, WEALTH MANAGEMENT, TRUST AND ESTATE PLANNING, INSURANCE RISK MANAGEMENT, ADVICE AND CONSULTATION REGARDING INSURANCE NEEDS AND POLICIES, FINANCIAL SERVICES, NAMELY, FINANCIAL PERFORMANCE REPORTING, INVESTMENT ADVICE, INVESTMENT MANAGEMENT, INVESTMENT CONSULTATION, AND INVESTMENT OF FUNDS FOR OTHERS, CONSULTATION ON FINANCIAL ACQUISITIONS AND DIVESTITURES, ALL DIRECTED TO HIGH NET WORTH INDIVIDUALS, FAMILIES AND RELATED ENTITIES; ADMINISTRATION AND SUPERVISION OF BANKING AND CREDIT ACCOUNTS AND INSURANCE MATTERS
BUSINESS ADMINISTRATION AND MANAGEMENT SERVICES FOR HIGH NET WORTH INDIVIDUALS AND FAMILIES, NAMELY, ACCOUNTING, BILL PAYING, BOOKKEEPING, AND BUDGETING; NEGOTIATION OF PERSONAL AND REAL PROPERTY PURCHASES, MORTGAGES AND LEASES FOR THIRD PARTIES; TAX AND TAXATION PLANNING, ADVICE, INFORMATION AND CONSULTANCY SERVICES
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.