U.S. federal trademark · Serial No. 99921118
Financial planning, namely, advice, services, wealth management, estate planning, and trusts
Entertainment services, namely, providing podcasts in the field of wealth management, family wealth, legacy planning, business succession, charitable planning, tax strategies, fraud prevention, and family governance.; Providing online non-downloadable videos in the field of wealth management, family wealth, legacy planning, business succession, charitable planning, tax strategies, fraud prevention, and family governance.; Providing on-line non-downloadable articles in the field of wealth management, family wealth, legacy planning, business succession, charitable planning, tax strategies, fraud prevention, and family governance.; Conducting workshops and seminars in wealth management, family wealth, legacy planning, business succession, charitable planning, tax strategies, fraud prevention, and family governance.; Education services, namely, providing podcasts in the field of wealth management, family wealth, legacy planning, business succession, charitable planning, tax strategies, fraud prevention, and family governance.
Business consulting services in the field of family enterprise governance, leadership transition, and business continuity.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.