U.S. federal trademark · Serial No. 99925635
Education services, namely, providing tutoring in the field of wealth and business exit/succession
Financial planning; Financial services, namely, wealth management services; Financial consulting; Estate planning; Wealth transfer planning; Insurance consultancy; Bill payment services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
Business strategic planning services; Providing business management information in connection with consulting and advisory services in the field of strategic planning; Tax planning; Tax preparation; Tax filing services; Preparation of business and commercial reports; Business planning; Business records management services relating to business entity formation and associated state reporting requirements
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.