U.S. federal trademark · Serial No. 85771375 · Reg. No. 4367592
Wealth management services; Financial life planning; Private banking services; Financial management services; Estate planning; Estate trust planning; Trust, estate, custody, and fiduciary management, planning, and consulting; Financial advisory and consultancy services; Financial planning; Cash flow planning; Financial planning services, namely, consultation and planning in the fields of retirement planning, wealth management, wealth transfer, philanthropic giving, succession planning, and legacy planning; Financial portfolio management; Investment advisory services; Investment consultation; Investment management
Business consulting services, namely, advising clients regarding business transition, succession, and sale; Tax planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.