WHOLE FAMILY ADVISOR Trademark

Serial Number: 88467750 • Registration: 6067056

WHOLE FAMILY ADVISOR is a trademark filed by Legacy Capitals, LLC on June 11, 2019. The trademark is classified under Class 41 (Education & Entertainment). The application is currently registered and active.

Trademark Classes

Class 41 - Education & Entertainment

Education; providing of training; entertainment; sporting and cultural activities

Owner Contact Info

Legacy Capitals, LLC (5 trademarks)

325 W. Bridge Street, #455
New Hope, PA 18938

Entity Type: 16

Legal Representation

Attorney of Record

Patricia C. Collins, Esq.

78 trademarks filed View all →

Correspondence Address

Patricia C. Collins, Esq. ANTHEIL MASLOW & MACMINN, LLP

131 W. STATE STREET

DOYLESTOWN, PA 18901

United States

Trademark Details

Filing Date

June 11, 2019

Registration Date

June 2, 2020

First Use Anywhere

March 1, 2016

First Use in Commerce

March 1, 2016

Published for Opposition

March 17, 2020

Goods & Services

Educational services, namely, providing training of professionals who serve families with wealth for certification in the field of multi-generational family wealth planning, values transfer and wealth transfer; conducting classes and seminars on topics of wealth and values transfer, family governance, family dynamics, estate planning and family philanthropy to financially successful families, family businesses, wealth advisors, family offices, law firms, and financial institutions, provided live, online and by means of video and telephone