WISE FAMILY FINANCIAL LEADERSHIP Trademark

Serial Number: 99633564

WISE FAMILY FINANCIAL LEADERSHIP is a trademark filed by Institute for Preparing Heirs on February 4, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 41 - Education & Entertainment

Education; providing of training; entertainment; sporting and cultural activities

Owner Contact Info

Institute for Preparing Heirs (8 trademarks)

Suite 810
Pasadena, CA 91101

Entity Type: 16

Legal Representation

Correspondence Address

Institute for Preparing Heirs

1556 Hillcrest Avenue

Pasadena, CA 91106

United States

Trademark Details

Filing Date

February 4, 2026

Registration Date

Not Registered

First Use Anywhere

January 5, 2026

First Use in Commerce

January 5, 2026

Goods & Services

Education services, namely, providing workshops, seminars, presentations, reading material, and advice to wealth advisors, families, and women in the field of financial leadership and generational wealth transfer planning.

Providing information in the field of wealth management for women and their financial advisors.