U.S. federal trademark · Serial No. 50022585
Education services, namely, providing classes, seminars, and workshops in the field of family governance planning, succession, wealth management, and portfolio implementation; Education services, namely, mentoring in the field of family governance planning, succession, wealth management, and portfolio implementation
Legal services relating to company formation and registration
Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial advisory and consultancy services, namely, creating personalized strategies for tax planning, asset protection structuring, trust planning and management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial planning; Estate planning; Estate trust management; Estate trust planning; Financial trust planning; Financial trust administration
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.