FAMILY WEALTH CURATION Trademark
Serial Number: 87762745 • Registration: 5521488
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
RICHARD L MORRIS JR ESQ 1-800-4-TRADEMARK PA
P.O. BOX 398538
c/o TrademarkRenewals.com
MIAMI BEACH, FL 33239
UNITED STATES
Trademark Details
Filing Date
January 19, 2018
Registration Date
July 17, 2018
Cancellation Date
February 4, 2025
Goods & Services
Financial portfolio management; Management of portfolios comprising securities; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, generational wealth transfer and preservation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Estate planning; Estate trust management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial investment in the field of insurance and retirement; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, estate settlement services
