U.S. federal trademark · Serial No. 85746359
Financial services, namely, financial planning and investment management services for families and individuals; wealth management and planning services that integrate retirement, estate, tax, philanthropy, education, insurance, cash flow, wealth transfer, and family legacy considerations; charitable services, namely financial consultation in the fields of family foundation and charitable trust planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.