Trademark Overview
On Friday, March 20, 2026, a trademark application was filed for CLEARPOINT FAMILY OFFICE with the United States Patent and Trademark Office. The USPTO has given the CLEARPOINT FAMILY OFFICE trademark a serial number of 99715778. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, March 20, 2026. This trademark is owned by ADVANCED TAX REDUCTION GROUP LLC. The CLEARPOINT FAMILY OFFICE trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Capital investment consulting; Consulting in the field of finance; Investment consultancy; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial advice relating to tax; Financial advice in the field of tax, assets, retirement, business, and legal; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Family office investment advisory services; Family office investment management services; Family office services in the nature of investment management; Family office services in the nature of investment advisory services; Family office services in the nature of financial wealth management services
Tax planning; Tax advisory services; Family office services in the nature of tax planning; Family office services in the nature of accounting services
