U.S. federal trademark · Serial No. 86977724 · Reg. No. 4878809
Financial asset management of ultra-high net worth families; investment reporting; financial analysis and financial reporting for families; providing advice in the field of financial trust and estate trust planning and implementation to enable family legacy preservation and implement family governance systems
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.