U.S. federal trademark · Serial No. 87256286 · Reg. No. 5305126
Fiduciary services, namely, fiduciary representative services; Financial services, namely, wealth management services; Financial trust planning and administration; 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 services, namely, wealth management services for high net worth individuals and families
Financial records management; Tax and taxation planning, advice, information and consultancy services; business succession planning; Business acquisition and merger consultation; Developing and managing charitable giving programs on behalf of wealthy individuals or families; Administration, billing and reconciliation of accounts on behalf of others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.