Trademark: 98406354
Word
ZELL FAMILY OFFICE
Status
Pending
Status Code
641
Status Date
Monday, September 9, 2024
Serial Number
98406354
Mark Type
4
Filing Date
Thursday, February 15, 2024

Trademark Owner History

Classifications
41 Education and consulting services, namely educating, providing seminars, conferences, round-tables, classes, and discussions with third party family offices on managing and structuring family office services; Consulting family office members on managing personal well-being, creating and managing trusts, grants, endowments, philanthropic foundations
36 Corporate investment services, namely, providing sources of financing and arranging financing for corporate acquisition, and business services; Financial services in the nature of management in connection with investment opportunities, both public and private, namely, complex acquisitions, restructurings and dispositions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; Financial planning and investment advisory services, and wealth management services; Financial services; namely, administration of estates, trusts, foundations, and individual's funds; Tax strategy and planning services; Accounting and payroll services; Cash management services; Managing agent services namely for obtaining and reporting and maintaining corporate records, corporate documents, and corporate filings; Charitable and philanthropic foundation services;
35 Financial consultation services in the nature of providing strategic guidance and planning in connection with investment opportunities, both public and private, in the nature of complex acquisitions, restructuring and disposition
42 Platform as a service featuring non-downloadable computer software for managing a family office and providing access to account information by members
"FAMILY OFFICE"

Trademark Events
Feb 16, 2024
New Application Entered
Jun 17, 2024
New Application Office Supplied Data Entered
Sep 4, 2024
Assigned To Examiner
Sep 9, 2024
Notification Of Non-Final Action E-Mailed
Sep 9, 2024
Non-Final Action E-Mailed
Sep 9, 2024
Non-Final Action Written
Sep 9, 2024
Non-Final Action E-Mailed
Sep 9, 2024
Notification Of Non-Final Action E-Mailed
Sep 9, 2024
Non-Final Action Written

Trademark Alertz updated from USPTO on 2030-01-24