U.S. federal trademark · Serial No. 99007067
Financial management; financial asset and wealth management; financial planning; financial advisory services; estate planning; estate structuring services, namely, estate trust planning and estate trust management; real estate management; financial management in the field of investment portfolios; financial trust planning, operation, and administration; financial research; providing information and research in the fields of finance and financial investments; real estate investment management; management of time share interests in aircraft; fiduciary representative services and financial custodian representative services in the nature of maintaining possession of financial assets for others for financial management; financial trust planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.