U.S. federal trademark · Serial No. 50042312
Financial advisory and consultancy services; Financial portfolio management; Financial services, namely, wealth management services; Financial services, namely, estate settlement services; Financial trust administration; Financial risk management consultation; Financial asset management; Estate planning; Financial planning and investment advisory services; Financial advice; Investment management; Financial advisory and consultancy services, namely, cash flow management; Philanthropic services concerning monetary donations; Financial risk management; Insurance consultation
Tax planning; Tax and taxation planning, advice, information and consultancy services; Developing and managing the charitable giving programs of others; Business succession planning; Business consulting services in the field of family governance and multigenerational education; Business strategic planning services in the field of liquidity planning; Business consultation in the field of coordination among attorneys, accountants, and other outisde advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.