U.S. federal trademark · Serial No. 99335006
Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial wealth management services; Financial services, namely, wealth management services; Estate planning; Financial advice relating to tax; Financial advice in the field of Investment Planning & Strategy, Global Wealth Strategies & Liquidity Planning, Tax Strategy, Private Banking Services, Philanthropy & Charitable Giving, and Estate Planning & Cross-border Strategies
Business consultation services; Business consulting services; Business development services; Business advisory services; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.