U.S. federal trademark · Serial No. 98433617 · Reg. No. 7872047
Tax consulting services; Philanthropy consultation relating to taxation planning
Financial services, namely, wealth management services; Investment advisory services; Financial planning; Investment management; Estate planning; Financial risk management; Financial services, namely, family office wealth management services; Financial consultancy services in the field of philanthropy, insurance, and healthcare; Providing information in the field of financial literacy; Financial planning and investment advisory services for families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.