record initialized not assigned to examiner
on 14 Feb 2024
Last Applicant/ Owned by
Two North Riverside Plaza, Suite 600
Chicago
IL
60606
Serial Number
98401409 filed on 12th Feb 2024
Registration Number
N/A
Correspondent Address
Adam K Sacharoff
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
"TRUST"
Platform as a service featuring non-downloadable computer software for managing a family office and providing access to account information by members "TRUST" Business and consulting services; 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, restr Read More
Platform as a service featuring non-downloadable computer software for managing a family office and providing access to account information by members
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
Real estate and corporate investment services, namely, providing sources of financing and arranging financing for real estate and corporate acquisition, and disposition 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; Property management services; Accounting and payroll services; Cash management services; Managing agent services namely for reporting and maintaining corporate records, corporate documents, and corporate filings; Charitable and philanthropic foundation services
Business and consulting services; 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
No 98401409
No Service Mark
No 0020785.0017
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
14th Feb 2024 | NEW APPLICATION ENTERED |