U.S. federal trademark · Serial No. 99928696
Software as a service (SAAS) services featuring software for family office wealth management, investment management, investment advisory services, estate and tax planning
Family office investment advisory services; Family office investment management services; Family office services in the nature of investment management; Family office services in the nature of investment advisory services; Family office services in the nature of financial wealth management services; Investment management; Financial management relating to investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.