U.S. federal trademark · Serial No. 88504789 · Reg. No. 5961382
Estate planning; Financial planning; Financial advisory and consultancy services, namely, inter-generational mentoring and multi-generational retreat planning; Financial planning, namely, defining family vision and principles; Providing financial consultation services to retirees and their heirs
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.