U.S. federal trademark · Serial No. 97512891 · Reg. No. 7370666
Tax and taxation planning, information and consultancy services; Trust accounting services; Business services, namely, assisting others in the establishment of trusts and private and charitable foundations; Business and financial records management relating to trusts, investments, insurance and estate planning records; Philanthropy consultation relating to tax planning; business administrative support services; Business administration support services for charitable foundations
Trust company services; financial trust administration; Financial trust operations; Financial planning, information and consultancy services; estate trust and estate planning, information and consultancy services; Trustee services; Fiduciary services, namely, fiduciary representative services; Investment management, information and consultancy services; Family office services, namely, financial consultancy and advisory services tailored to individual and family wealth; Financial consulting services in the field of philanthropy namely, financial planning, information, consultancy, implementation and management of charitable monetary giving through financial and estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.