U.S. federal trademark · Serial No. 85671080 · Reg. No. 4295516
Business succession planning; Philanthropy consultation relating to taxation planning
Estate trust planning; Financial advice; Financial planning and investment advisory services; Financial portfolio management; Financial services, namely, wealth management services; Financial trust planning; Providing investors with financial information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.