U.S. federal trademark · Serial No. 97853756 · Reg. No. 7484896
Private investment advisory services; estate trust advisory services; financial trust administration; Financial services, namely, estate settlement services; Financial services, namely, providing advisory services for family and donor charitable giving; Financial services, namely, developing and managing charitable giving programs; Retirement financial planning advisory services; Household financial management, namely, bill payment, financial reporting, and real estate investment trust advisory services; Banking advisory services
Family business advisory services; household payroll preparation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.