U.S. federal trademark · Serial No. 87658834 · Reg. No. 5533632
family office services, namely, bookkeeping, tax preparation services, tax planning services, and financial record keeping for wealthy families and their related entities
financial planning services, namely, bill payment services, financial advice for retirement, investment advice, investment management; philanthropic planning services, namely, financial planning in the field of charitable giving; financial planning services, namely, charitable planning in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; estate planning for wealthy families, individuals, and their related entities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.