| Serial Number | 99530299 |
| Word Mark | ALLIÉ FAMILY OFFICE |
| Filing Date | Thursday, December 4, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, December 4, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | NOT AVAILABLE |
| Translation of Words in Mark | The English translation of the French wording ALLIÉ in the mark is Ally. |
| Goods and Services | Business management and organization consultancy; Assistance, advice and consultancy with regard to business planning, business analysis, business management and business organization relating to purchasing functions; Marketing consulting services relating to long-term business strategy development for non-profit organizations; Consultancy regarding the organization or managing of a trade company; Business consulting services in the field of family businesses, family protocol, and succession planning; Business consultation in the field of business leadership development; Professional business consulting; Providing business management information in connection with consulting and advisory services in the field of strategic planning; Providing organizational development consulting services; Consulting services, namely, expert analysis and management consulting in economics and accounting; Business consultation in the field of strategic planning and growth; Business consultation in the field of M&A; Business consulting services in the field of business knowledge transfer through audio tools, namely, recording interviews with subject matter experts for an organization's capture and future use; Business organization and management consulting; Business organization consulting; Business management consulting; Business merger consultation; Business acquisitions consultation; Business consultation in the field of education leadership development; Information, advisory and consultancy services relating to business and management or business administration, including such services provided on line or via the internet; Philanthropy consultation relating to taxation planning; Business management consultancy as well as development of processes for the analysis and the implementation of strategy plans and management projects; Tax and taxation planning, advice, information and consultancy services; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Family office services in the nature of accounting services; Family office services in the nature of tax planning; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Business succession planning |
| Indication of Colors claimed | The color(s) red and grey is/are claimed as a feature of the mark. |
| Goods and Services | Personal concierge services for others comprising making requested personal arrangements and reservations, running errands and providing customer specific information to meet individual needs, all rendered in business establishments, office buildings, hotels, residential complexes and homes; Providing case management services, namely, coordinating legal, physical, social and psychological services for families; Counseling in the field of developing, strengthening and sustaining well-balanced families and family relationships |
| Goods and Services | Financial services, namely, wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Family office services in the nature of financial wealth management services; Wealth transfer planning; Family office services in the nature of investment management; Family office investment advisory services; Family office investment management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information and research in the field of finance and financial investments; Financial planning and investment advisory services; Investment consultancy; Private equity fund investment services; Trust services, namely, investment and trust company services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Estate trust management; Estate trust planning; Financial trust planning; Financial trust operations; Financial trust administration; Fiduciary representatives |
| Description of Mark | The mark consists of The word "ALLIÉ" in capital letters and in the color red wherein the letter "A" is a triangle, over the words "FAMILY OFFICE" in capital letters in the color grey. |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, December 4, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, October 16, 2020 |
| First Use In Commerce Date | Friday, October 16, 2020 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, December 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, October 16, 2020 |
| First Use In Commerce Date | Friday, October 16, 2020 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, December 4, 2025 |
| Primary Code | 045 |
| First Use Anywhere Date | Friday, October 16, 2020 |
| First Use In Commerce Date | Friday, October 16, 2020 |
| Party Name | Allié Family Office, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Miami, FL 33131 |
| Event Date | Event Description |
| Thursday, December 4, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, December 4, 2025 | NEW APPLICATION ENTERED |