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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, September 25, 2025. 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:
Educational Services. Providing non-downloadable training modules, webinars, and workshops in the field of family office operations, advisor onboarding, wealth management strategies, and client engagement; educational services including development and delivery of branded learning content for financial professionals.
Business Consulting. Providing business consulting services including strategic onboarding kits, branded advisor resources, and operational frameworks for financial professionals and family offices; business development support and workflow optimization for wealth management firms.
Software Services. Providing temporary use of non-downloadable software tools integrated with CRM platforms for advisor onboarding, workflow automation, and client engagement tracking; software as a service (SaaS) featuring tools for operational planning and digital delivery of onboarding kits and training modules.
