U.S. federal trademark · Serial No. 99723955
Providing information to families of wealth in the field of finance, namely, providing education, insights, advice, research, and educational materials related to family wealth management, wealth planning, trusts and estates planning, retirement planning, philanthropic planning, lifestyle financial planning, family engagement and governance, life events, business succession, and financial learning frameworks for families; Conducting and sharing proprietary finance-related research with families of wealth in the field of family wealth planning dynamics, engagement and governance; Providing information, insights, advice, research, and educational materials in the field of family wealth; Providing information and insights related to financial literacy for high net worth and ultra-high net worth families; Providing financial education support information services to high net worth and ultra-high net worth families related to business succession, generational wealth transfer and preservation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.