U.S. federal trademark · Serial No. 86838770
Trust and financial management services, namely, providing investment consultation and trust company services, financial trust administration, investment advisory services, estate trust management, financial and wealth management consultation, providing fiduciary representative services as a trustee for others; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Family office services, namely, financial planning and investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.