SOCIETAL FAMILY OFFICE Trademark
Serial Number: 97386362
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Christina L. Winsor DISERIO MARTIN O'CONNOR & CASTIGLIONI LLP
1010 WASHINGTON BOULEVARD, SUITE 800
STAMFORD, CT 06901
United States
Trademark Details
Filing Date
April 28, 2022
Registration Date
Not Registered
Published for Opposition
July 4, 2023
Goods & Services
Family office services, namely, financial advisory and consultancy services in the field of financial planning for families; financial management; estate planning; monitoring financial markets for investment purposes; investment advisory services; financial consulting services in the field of planned giving for non-profit and charitable organizations; philanthropy consultation related to taxation planning; tax and taxation planning, advice, information, and consultancy services; cash management; bill payment services
Family office business services, namely, providing business management and business consulting services for family offices; Family office business administration services; Providing office space services in the nature of organizational services for business purposes, namely, organizing office spaces for family office owners, employees and staff
IT consulting and integration services relating to installation, maintenance and repair of computer software for family offices; Software as a service (SAAS) featuring software for coordination of family office services with financial advisors, accountants, and administration staff and financial accounting and reporting; providing a website featuring support services for family offices, namely, an interactive website featuring technology that enables users to access accounting reports, family office administration scheduling, and financial reports
