U.S. federal trademark · Serial No. 98940066
Holding company services performed for third parties, namely, financial asset and investment management; holistic financial advice, namely financial planning, retirement planning, estate planning, and charitable giving planning in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; financial planning and investment advisory services regarding model portfolios, separately managed accounts (SMAs), exchange-traded funds (ETFs), and proprietary private investment funds
tax planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.