CHAI TRUST COMPANY, LLC Trademark

Trademark Overview


On Monday, February 12, 2024, a trademark application was filed for CHAI TRUST COMPANY, LLC with the United States Patent and Trademark Office. The USPTO has given the CHAI TRUST COMPANY, LLC trademark a serial number of 98401421. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, September 9, 2024. This trademark is owned by CHAI TRUST COMPANY, LLC. The CHAI TRUST COMPANY, LLC trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

Education and consulting services, namely educating, providing seminars, conferences, round-tables, classes, and discussions with third party family offices on managing and structuring family office services; Consulting family office members on managing personal well-being, creating and managing 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 and planning services; Property management services; Accounting and payroll services; Cash management services; Managing agent services namely for reporting and maintaining corporate records, corporate documents, and corporate filings; Charitable and philanthropic foundation servi...

Business and consulting services; 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

Platform as a service featuring non-downloadable computer software for managing a family office and providing access to account information by members
chai trust company, llc

General Information


Serial Number98401421
Word MarkCHAI TRUST COMPANY, LLC
Filing DateMonday, February 12, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateMonday, September 9, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducation and consulting services, namely educating, providing seminars, conferences, round-tables, classes, and discussions with third party family offices on managing and structuring family office services; Consulting family office members on managing personal well-being, creating and managing trusts, grants, endowments, philanthropic foundations
Description of MarkThe mark consists of the Hebrew word "CHAI" followed by a horizontal line, all of which precedes the words "CHAI TRUST COMPANY, LLC".
Goods and ServicesReal 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 and planning services; Property management services; Accounting and payroll services; Cash management services; Managing agent services namely for reporting and maintaining corporate records, corporate documents, and corporate filings; Charitable and philanthropic foundation services
Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesBusiness and consulting services; 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
NOT AVAILABLE"TRUST COMPANY, LLC"
Translation of Words in MarkThe English translation of the Hebrew word "CHAI" in the mark is "FOR LIFE".
Goods and ServicesPlatform as a service featuring non-downloadable computer software for managing a family office and providing access to account information by members

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, February 12, 2024
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 DateMonday, February 12, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, February 12, 2024
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, February 12, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameCHAI TRUST COMPANY, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60606

Trademark Events


Event DateEvent Description
Wednesday, February 14, 2024NEW APPLICATION ENTERED
Wednesday, June 12, 2024NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, September 4, 2024ASSIGNED TO EXAMINER
Monday, September 9, 2024NON-FINAL ACTION WRITTEN
Monday, September 9, 2024NON-FINAL ACTION E-MAILED
Monday, September 9, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, June 12, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED