EVERY FAMILY OFFICE NEEDS A GEOECONOMIC SHERPA Trademark

Trademark Overview


On Wednesday, January 3, 2024, a trademark application was filed for EVERY FAMILY OFFICE NEEDS A GEOECONOMIC SHERPA with the United States Patent and Trademark Office. The USPTO has given the EVERY FAMILY OFFICE NEEDS A GEOECONOMIC SHERPA trademark a serial number of 98340078. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, September 3, 2024. This trademark is owned by Upsher Asset Management, LLC. The EVERY FAMILY OFFICE NEEDS A GEOECONOMIC SHERPA trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Family office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services

Family office services, namely, business advisory and consultancy services related to family planning; Family office services, namely, business facilitation and administration of family offices, strategic business planning, and coordination with financial planning providers in the nature of business organization consultancy; Family office services, namely, business planning in the nature of creating, implementing, and executing family legacy strategic business plans using a family office service-style platform
every family office needs a geoeconomic sherpa

General Information


Serial Number98340078
Word MarkEVERY FAMILY OFFICE NEEDS A GEOECONOMIC SHERPA
Filing DateWednesday, January 3, 2024
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, September 3, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 3, 2024

Trademark Statements


Pseudo MarkEVERY FAMILY OFFICE NEEDS A GEO ECONOMIC SHERPA
Goods and ServicesFamily office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services
Goods and ServicesFamily office services, namely, business advisory and consultancy services related to family planning; Family office services, namely, business facilitation and administration of family offices, strategic business planning, and coordination with financial planning providers in the nature of business organization consultancy; Family office services, namely, business planning in the nature of creating, implementing, and executing family legacy strategic business plans using a family office service-style platform

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 3, 2024
Primary Code035
First Use Anywhere DateThursday, November 2, 2023
First Use In Commerce DateThursday, November 2, 2023

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 3, 2024
Primary Code036
First Use Anywhere DateThursday, November 2, 2023
First Use In Commerce DateThursday, November 2, 2023

Trademark Owner History


Party NameUpsher Asset Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10022

Party NameUpsher Asset Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10022

Trademark Events


Event DateEvent Description
Wednesday, January 3, 2024NEW APPLICATION ENTERED
Tuesday, July 30, 2024ASSIGNED TO EXAMINER
Wednesday, August 14, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, April 18, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, August 1, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, September 3, 2024PUBLISHED FOR OPPOSITION
Tuesday, September 3, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED