U.S. federal trademark · Serial No. 99438581
Business succession planning; Tax planning; Philanthropy consultation relating to taxation planning; Tax and taxation planning, advice, information and consultancy services; Family office services in the nature of tax planning
Financial advisory services; Strategic financial advisory services; Financial advisory and consultancy services; Financial retirement plan consulting services; Financial wealth management services; Providing information in the field of wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.