U.S. federal trademark · Serial No. 98271702 · Reg. No. 7563110
investment management; financial planning; financial planning consultation; financial services, namely, wealth management services; family office services, namely, wealth preservation management services, personal financial consulting and management, lifestyle and household management in the nature of financial management for households, and guided philanthropy in the nature of financial consulting regarding charitable donations, and financial legacy planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.