U.S. federal trademark · Serial No. 99642506
Family office services, namely, business advisory and consultancy services; Accounting services; Tax planning and tax structuring services
Financial planning and financial management services; Cash management services; Investment consulting and investment management services; Estate planning services; Residential and marine asset management services in the nature of financial asset management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.