U.S. federal trademark · Serial No. 99350389 · Reg. No. 8239407
Investment advisory services; Financial asset management services; Financial portfolio management for institutional clients and high net worth families; financial planning services; family office services, namely, financial investment management, estate planning guidance, tax efficient financial wealth structuring, and philanthropic advisory services concerning monetary donations; Financial advisory services for public equities, private equity funds, hedge funds, and direct private and public investments; venture capital advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.