U.S. federal trademark · Serial No. 88383496 · Reg. No. 6125593
Comprehensive wealth management services in the fields of finance, investment, family wealth, tax benefits, business succession, and personal risk; insurance consultation and planning in the field of assisting in the selection of insurance plans for financial purposes; Trust services, namely, trust company services, administration, account management, investment management, financial planning, estate planning, financial planning in the form of charitable planning, namely, developing customized charitable giving programs for making donations to others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.