U.S. federal trademark · Serial No. 85328535
Business services, namely, tax advisory services and tax filing services for qualified high net worth individual and family office clients
Investment services, namely, asset and investment acquisition, consultation, advisory and development for qualified high net worth individual and family office clients; a total portfolio offering for qualified high net worth individual and family office clients consisting of both separate accounts and funds for private equity and fixed income investments; operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities for qualified high net worth individual and family office clients
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.