U.S. federal trademark · Serial No. 78185101
Merger and acquisition consultation; investment management and investment advisory services; financial and investment management services; and family office services, namely, financial planning services for retirement, estate planning, financial consultation in the nature of advising on charitable donations, estate trust management, trusteeship representation, review of insurance needs and policies
Merger and acquisition consultation services and family office services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.