U.S. federal trademark · Serial No. 85953882 · Reg. No. TMA871713
Family office services, namely, investment advice, investment management, investment consultation and investment of funds for others; financial planning services for retirement; estate planning; financial consultation in the field of charitable donations; estate trust management; trusteeship representation; and insurance information and consultancy
Tax and taxation planning, advice, information and consultancy services; business succession planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.