U.S. federal trademark · Serial No. 98077464 · Reg. No. 7726983
Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment brokerage, and financial advisory services tailored to wealthy families
Family business succession planning; business transition planning; tax planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.