U.S. federal trademark · Serial No. 99525670
Financial risk management; Insurance risk management; Financial services, namely, wealth management services; Investment advisory services; Financial planning; Investment management; Estate planning; Financial consultation in the field of philanthropy, insurance, and healthcare
Professional coaching services in the field of wealth management, estate planning, business management and life planning for high net worth individuals, entities and families; Conducting workshops and seminars in wealth management, estate planning, business management and life planning for high net worth individuals, entities and families; Arranging and conducting of lectures in the field of wealth management, estate planning, business management and life planning for high net worth individuals, entities and families
Tax planning; Business management consultancy and advisory services; Business strategic planning services; Business organization advice; Business risk assessment services; Business risk management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.