U.S. federal trademark · Serial No. 97514206 · Reg. No. 7370671
Tax and taxation planning, information and consultancy services; Business and financial records management relating to insurance and estate planning records; Philanthropy consultation relating to tax planning; business administrative support services
Financial planning, information and consultancy 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.