U.S. federal trademark · Serial No. 98512937 · Reg. No. 7845956
Financial services, namely, private banking; fiduciary services, namely, fiduciary representative services; investment management, financial planning, specialty financial asset management, and insurance brokerage; Financial advisory and consultancy services, namely, insurance consultancy, estate planning and transfer of wealth for high net worth individuals focusing on private placements in real estate of private equity funds and hedge funds for others; Financial advisory and consultancy services, namely, providing portfolio solutions to other financial firms
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.