U.S. federal trademark · Serial No. 99812171
Trust services; trust company services; fiduciary services; fiduciary representative services; trustee services; estate trust management; financial trust administration; financial trust planning; estate planning; estate trust planning; wealth management services; financial planning services; financial advisory services; financial advisory and consultancy services; investment advisory services; investment management services; financial asset management; financial portfolio management; family office services, namely, financial planning, wealth management, investment advisory, fiduciary administration, trust administration, and financial oversight services for high-net-worth and ultra-high-net-worth individuals and families; providing information in the fields of wealth management, trust administration, fiduciary services, estate planning, and financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.