U.S. federal trademark · Serial No. 90408248 · Reg. No. 6517527
Financial advisory and consultancy services, namely, family office private wealth management and planning services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment advisory services; Philanthropic services concerning monetary donations; Private equity consultant services; Private equity fund investment services; Real estate consultation; Trust services, namely, investment and trust company services; Financial services, namely, wealth management services; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.