U.S. federal trademark · Serial No. 50071566
Estate trust planning; Estate planning; Providing information in the field of estate planning; Providing information in the field of estate planning for athletes and celebrities; Financial trust planning; Financial retirement plan consulting services; Advice on finance during retirement; Providing information in the field of employee financial benefit plans; Financial asset management in the field of retirement and business exit strategies; Financial asset management in the field of lifestyle and personalized non-traditional plans; Financial asset management in the field of high net worth, family offices, royalty streams and generational gifting; Financial management in the field of high net worth, family offices, royalty streams and generational gifting; Financial asset management in the field of mutual funds, asset management, tax, real estate, retirement savings plans, and non-virtual currency; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Investment management in the fields of traditional securities, retirement, third party revenue stream income, income management, longevity, planned giving and risk management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.