U.S. federal trademark · Serial No. 98297259 · Reg. No. 2831
Corporate business planning services; developing and managing the charitable giving programs of others; tax and taxation planning, advice, information and consultancy services
Estate planning services; financial investment advisory services; private equity fund investment services; real estate investment services; financial retirement investment planning and advisory services relating to retirement; financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.