U.S. federal trademark · Serial No. 78562699 · Reg. No. 3131390
Wealth advisory services to wealthy families, namely financial planning and financial management services; investment advice, and wealth preservation services, namely, financial planning services in the field of wealth preservation; estate planning; charitable giving, namely financial planning services in the field of charitable giving; financial management; financial portfolio management; financial analysis and consultation; organization and management of advisors and resources for wealthy families, namely financial planning and management services provided to advisors overseeing the financial assets of wealthy families
Tax and taxation planning, advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.