U.S. federal trademark · Serial No. 97494493 · Reg. No. 7252047
Financial services, namely, wealth management and investment management services for high net worth individuals
Tax and taxation planning, advice, information and consultancy services
Wealth advisor services, namely, legal consultancy services relating to the establishment of trusts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.