Serial Number
78448149
Owner
My Family, My Wealth, Inc.Attorney
Kenneth D. SuzanFiling Date
Jul 9, 2004
MY FAMILY, MY WEALTH Trademark
Serial Number: 78448149 • Registration: 3164588
Trademark Classes
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
July 9, 2004
Registration Date
October 31, 2006
Published for Opposition
August 15, 2006
Cancellation Date
June 7, 2013
Goods & Services
Financial services, namely, providing a Virtual Family Office repository for documents and papers, family members and their advisors, and account aggregation; due diligence services, portfolio implementation services, and consolidated reporting services; investment, wealth management and planning services that provides oversight and counseling for client and family, namely, integration of estate, tax, trust, wealth transfer, charitable giving and philanthropy, and insurance planning; retirement planning services; financial planning and investment management services
Family coaching and counseling in the fields of personal wealth, family values, and family dynamics