U.S. federal trademark · Serial No. 87208587
Financial and investment services and consulting, namely, providing financial management consulting, financial project management and financial advisory recommendations for private equity, venture capital, real estate investment trusts, commodities, and alternative investments industries specializing in buying and operating private business and real estate investments; Financial and investment services, namely, asset and investment acquisition, consultation, development and disposition; Financial asset management; Financial due diligence; Capital investment consulting; Financial planning services, namely, financial planning services for individuals, families, foundations, endowments and organizations
Business services and consulting, namely, wealth management and business management consulting for the private equity, venture capital, real estate investment trusts, commodities, and alternative investments industries specializing in buying and operating private business and real estate investments; Market research; Business services for family office, namely, managing the transition from temporary to permanent executive employment, representation of private board of internal committee persons for financial planning and management, financial statement preparation and analysis for businesses; Business consulting services, namely, providing assistance in development of business strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.