Trademark Overview
On Thursday, September 25, 2025, a trademark application was filed for FAMILY OFFICE IN A BOX with the United States Patent and Trademark Office. The USPTO has given the FAMILY OFFICE IN A BOX trademark a serial number of 99412690. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Thursday, February 26, 2026. The FAMILY OFFICE IN A BOX trademark is filed in the Advertising, Business and Retail Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:
Software as a service (SaaS) featuring online non-downloadable software tools integrated with CRM platforms for advisor onboarding, workflow automation, and client engagement tracking; providing temporary use of online non-downloadable software for operational planning and digital delivery of onboarding kits and training modules.
Business consulting; Providing business consulting services in the field of strategic onboarding kits, branded advisor resources, and operational frameworks for financial professionals and family offices; business development support and workflow optimization in the nature of business consulting for wealth management firms.
Educational services, namely, providing online non-downloadable training modules, webinars, and workshops in the field of family office operations, advisor onboarding, wealth management strategies, and client engagement; educational services, namely, development and dissemination of branded learning content, namely online non-downloadable training modules, webinars, and workshops in the field of family office operations, advisor onboarding, wealth management strategies, and client engagement for financial professionals.
