U.S. federal trademark · Serial No. 98653820 · Reg. No. 7954709
Tax and taxation planning, advice, information and consultancy services; Philanthropy consultation relating to taxation planning
Estate planning; Estate trust planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Insurance consultation; Financial asset management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Investment services, namely, asset acquisition, consultation, development and management services; Providing information in the field of estate planning; Providing information in the field of wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.