U.S. federal trademark · Serial No. 88482139
Tax return preparation; Tax and taxation planning, advice, information and consultancy services; Accounting services; Preparation of reports relating to finance and investments for business or commercial purposes; Business succession planning
Family office services, namely, consulting services in the field of family wealth, financial planning, personal property and investments provided to ultra high net worth individuals and families; Developing and managing charitable giving programs on behalf of wealthy individuals or families; Bill payment services; Estate planning; Investment advisory services; Financial advice; Financial services, namely, financial planning and wealth management services; Information, advisory and consultancy services relating to finance and investments; Budget planning; Investment management; Financial services, namely, investment of funds for others, including private and public equity and debt investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.