U.S. federal trademark · Serial No. 88309031
Financial advisory and consultancy services, namely, retirement, estate planning, investment advisory, financial investment brokerage services, and financial consultation with a focus on integration with personal values and goals, namely family wealth governance and intergenerational wealth stewardship, including aligning family financial decisions and communication concerning wealth with shared values and purpose, planning for the financial preparedness of family members and beneficiaries to receive, manage, and steward wealth responsibly, planning purposeful lifetime and intergenerational transfers of wealth, integrating charitable-giving and philanthropic objectives, planning for the client's desired life and legacy following retirement or the sale or succession of a closely held business, and aligning financial strategies with clients' nonfinancial goals relating to life, family, personal purpose, and legacy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.