A DECIDEDLY HUMAN APPROACH TO FAMILY OFFICE Trademark

Trademark Overview


On Monday, August 21, 2023, a trademark application was filed for A DECIDEDLY HUMAN APPROACH TO FAMILY OFFICE with the United States Patent and Trademark Office. The USPTO has given the A DECIDEDLY HUMAN APPROACH TO FAMILY OFFICE trademark a serial number of 98141985. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, July 30, 2024. This trademark is owned by Ballentine Partners, LLC. The A DECIDEDLY HUMAN APPROACH TO FAMILY OFFICE trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial planning and investment advisory services; Investment consultation in the fields of private and public investment, investment portfolio design, investment manager due diligence and selection, risk management, tax planning, family and business continuity, philanthropy, cash management, estate planning, and real estate; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information in the field of workers' compensation

Business consulting, management, and planning services in the field of business investments, business acquisitions, sales of a business, and securities regulation and compliance; Business strategic planning services; Human resource analysis and consulting services; Payroll processing services; Professional staffing and recruiting services
a decidedly human approach to family office

General Information


Serial Number98141985
Word MarkA DECIDEDLY HUMAN APPROACH TO FAMILY OFFICE
Filing DateMonday, August 21, 2023
Status688 - NOTICE OF ALLOWANCE - ISSUED
Status DateTuesday, July 30, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 4, 2024

Trademark Statements


Goods and ServicesFinancial planning and investment advisory services; Investment consultation in the fields of private and public investment, investment portfolio design, investment manager due diligence and selection, risk management, tax planning, family and business continuity, philanthropy, cash management, estate planning, and real estate; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information in the field of workers' compensation
Goods and ServicesBusiness consulting, management, and planning services in the field of business investments, business acquisitions, sales of a business, and securities regulation and compliance; Business strategic planning services; Human resource analysis and consulting services; Payroll processing services; Professional staffing and recruiting services

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 19, 2023
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 19, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameBallentine Partners, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressWaltham, MA 02451

Party NameBallentine Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWaltham, MA 02451

Trademark Events


Event DateEvent Description
Tuesday, September 19, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, August 25, 2023NEW APPLICATION ENTERED
Friday, April 19, 2024ASSIGNED TO EXAMINER
Friday, April 26, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 15, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 4, 2024PUBLISHED FOR OPPOSITION
Tuesday, June 4, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 30, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT