Serial Number
98403139
Owner
CHAI TRUST COMPANY, LLCAttorney
Adam K SacharoffFirst Use Date
Dec 1, 2024
Filing Date
Feb 13, 2024
ZFO Trademark
Serial Number: 98403139 • Registration: 8138213
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Adam K Sacharoff Much Shelist, PC
191 N Wacker Drive, Suite 1800
Chicago, IL 60606
United States
Trademark Details
Filing Date
February 13, 2024
Registration Date
February 10, 2026
First Use Anywhere
December 1, 2024
First Use in Commerce
December 1, 2024
Published for Opposition
November 12, 2024
Goods & Services
Business management and consulting services; tax strategy planning and business strategic planning services; Accounting services and payroll processing services; Corporate management assistance services, for reporting and maintaining corporate records, corporate documents, and corporate filings; Business counseling, namely, consulting third-party family office members on business management of 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 services, namely, financial investment consultation; Real estate property management services; Payroll tax debiting services; Cash management services; Charitable and philanthropic foundation services, namely, providing financial assistance for programs and services of others; 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; Financial counseling, namely, consulting third-party family office members on creating and managing financial trusts, grants, endowments, philanthropic foundations
Education and consulting services, namely, educating in the nature of providing instruction, providing seminars, conferences, round-tables being panel discussions, classes, and panel discussions with third party family offices on managing and structuring family office services; Consulting third-party family office members, namely, educational classes and seminars on managing personal well-being, creating and managing trusts, grants, endowments, philanthropic foundations
