U.S. federal trademark · Serial No. 77510090 · Reg. No. 3641004
Financial advisory and consultancy services, financial planning and investment advisory services, developing and managing charitable giving programs on behalf of wealthy individuals or families, insurance information and consultancy, estate planning
Tax advisory services, tax preparation, accounting services, business succession planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.