U.S. federal trademark · Serial No. 50043436
Tax planning; Family office services in the nature of tax planning; Business succession planning
Investment management; Providing information in the field of wealth management; Financial planning; Estate planning; Family office investment management services; Family office investment advisory services; Financial consultancy; Financial advice; Real estate consultancy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.