FAMILY OFFICE IN A BOX Trademark

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 PUBLISHED FOR OPPOSITION as of Tuesday, April 7, 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.
family office in a box

General Information

Serial Number99412690
Word MarkFAMILY OFFICE IN A BOX
Filing DateThursday, September 25, 2025
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, April 7, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 7, 2026

Trademark Statements

Goods and ServicesSoftware 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.
NOT AVAILABLE"FAMILY OFFICE"
Goods and ServicesBusiness 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.
Goods and ServicesEducational 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.

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, September 25, 2025
Primary Code035
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 DateThursday, September 25, 2025
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 DateThursday, September 25, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressHouston, TX 77027
US
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressHouston, TX 77027
US

Trademark Events

Event DateEvent Description
Thursday, September 25, 2025NEW APPLICATION ENTERED
Thursday, September 25, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, September 25, 2025APPLICATION FILING RECEIPT MAILED
Monday, February 2, 2026ASSIGNED TO EXAMINER
Monday, February 9, 2026NON-FINAL ACTION WRITTEN
Monday, February 9, 2026NON-FINAL ACTION E-MAILED
Monday, February 9, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, February 26, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, February 26, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 26, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, March 11, 2026APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 1, 2026NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 7, 2026PUBLISHED FOR OPPOSITION
Tuesday, April 7, 2026OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Related Keywords

office family onboarding downloadable online business advisor training modules software field management