Trademark Overview
On Tuesday, January 27, 2026, a trademark application was filed for FAMILY FIRST. OFFICE SECOND. with the United States Patent and Trademark Office. The USPTO has given the FAMILY FIRST. OFFICE SECOND. trademark a serial number of 99618086. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, January 27, 2026. This trademark is owned by Cole & Associates Consulting Inc.. The FAMILY FIRST. OFFICE SECOND. trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, Personal, and Legal & Social Services categories with the following description:
Advisory services relating to financial planning; Consultancy related to family office strategy, design and implementation, namely consultancy in the fields of wealth and financial strategies
Customized learning and education for family offices, namely providing courses, webinars and seminars in the field of business risk management, business succession planning, estate and retirement planning
Consultancy and advisory related to family office services, namely consultancy and advisory in the fields of business succession planning, exit strategies, and corporate governance structure as it relates to the family or family members; Family office assessment and road-mapping, namely assessment and consulting on family office services, needs, and potential requirements, to transition family wealth to a future generation or generations, namely consulting on and coordinating of professional services for family offices, namely legal consultants, tax advisors, wealth managers, and insurance agencies; Family office assessment and road-mapping, namely business risk assessment, evaluations in business matters, business strategic development and planning; Practice management for family offices and wealth advisory teams, namely family office administration
Family facilitation services, namely conflict resolution services, consulting in the field of improving communication in interpersonal relationships
