U.S. federal trademark · Serial No. 98702964 · Reg. No. 7954777
Family office administration services; Tax and taxation planning advice and information; Succession planning for family owned businesses; Bookkeeping and accounting services; Tracking and monitoring gas consumption for others for cost accounting purposes; Business management of reimbursement programs for others
Financial services for individuals and families, namely, personalized private wealth management services; Financial planning and investment advisory services for individuals and families; Trust and estate planning; Investment consulting for individuals and families; Bill payment services; Financial services, namely, personalized private wealth management services for individuals and families in the field of private alternative investments in non-correlated assets; and, all the foregoing excluding financial consulting, advisory and wealth management services for the energy and renewable energy industries
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.