record initialized not assigned to examiner
on 20 Feb 2024
Last Applicant/ Owned by
Two North Riverside Plaza, Suite 600
Chicago
IL
60606
Serial Number
98410278 filed on 19th Feb 2024
Registration Number
N/A
Correspondent Address
Adam K Sacharoff
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Platform as a service featuring non-downloadable computer software for managing a family office and providing access to account information by members 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 Color is not claiRead 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
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;
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 98410278
No Service Mark
No 0020785.0020
No
No
No
No
No
No
No
No
The mark consists of a stylized lister Z with a diamond in the middle.
| Status Date | Action Taken |
|---|---|
| 20th Feb 2024 | NEW APPLICATION ENTERED |
