U.S. federal trademark · Serial No. 97704918 · Reg. No. 7870886
Estate planning; Financial trust administration; Insurance consultation; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Strategic financial advisory services; Bill payment services
Tax and taxation planning, advice, information and consultancy service; Philanthropy consultation relating to taxation planning; Bookkeeping
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.