U.S. federal trademark · Serial No. 98297945 · Reg. No. 176
Estate planning services; Financial investment advisory services; private equity fund investment services; real estate investment services; Financial investment planning and advisory services; Financial services, namely, wealth management services
Business consulting and business advisory services, namely, corporate planning; developing and managing the charitable giving programs of others; tax and taxation planning, advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.