U.S. federal trademark · Serial No. 76210822
Financial services, namely, consulting, counseling, advising, coaching, planning and financial management services in the fields of financial, retirement, qualified and non-qualified benefits, executive compensation, welfare benefit programs, options, derivatives, partnerships, trusts and trust management, generation skipping transfers, real estate investment and management services, estate, taxation, inheritance, philanthropy, charitable giving, legacy planning, life planning, investments, endowments, foundations, business succession, selection and utilization of advisors, creation of family financial and philanthropic mission statements, insurance, annuities and asset management, and securities, insurance, and annuity brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.