| Serial Number | 88354519 |
| Word Mark | FAMILY OFFICE MINDSET |
| Filing Date | Monday, March 25, 2019 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, September 4, 2025 |
| Registration Number | 6038477 |
| Registration Date | Tuesday, April 21, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 12, 2019 |
| Pseudo Mark | FAMILY OFFICE MIND SET |
| Goods and Services | Financial services, namely, wealth management services; financial management services; financial information and advisory services; financial planning; financial consultation to businesses in the financial areas of business continuation, business succession, deferred compensation and retirement planning; providing information and advice in the fields of financial investments, financial valuations and financial aspects of retirement; estate planning; trust services, namely, investment and trust company services; financial risk management; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; fiduciary services, namely, fiduciary representative services; fiduciary tax payment processing services; investment advisory services; investment management; financial portfolio management; organizing preferred provider programs in the field of tax, legal, and business partners |
| Goods and Services | philanthropy consultation relating to taxation planning; tax advisory services |
| Goods and Services | legal services |
| NOT AVAILABLE | "FAMILY OFFICE" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 12, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, April 16, 2019 |
| First Use In Commerce Date | Tuesday, April 16, 2019 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, April 15, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, April 16, 2019 |
| First Use In Commerce Date | Tuesday, April 16, 2019 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 12, 2019 |
| Primary Code | 045 |
| First Use Anywhere Date | Tuesday, April 16, 2019 |
| First Use In Commerce Date | Tuesday, April 16, 2019 |
| Party Name | The Trust Company of Toledo, National Association |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Holland, OH 43528 |
| Party Name | The Trust Company of Toledo, National Association |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Holland, OH 43528 |
| Party Name | The Trust Company of Toledo, National Association |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Holland, OH 43528 |
| Event Date | Event Description |
| Wednesday, June 12, 2019 | PRIORITY ACTION WRITTEN |
| Thursday, March 28, 2019 | NEW APPLICATION ENTERED |
| Monday, April 15, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 5, 2019 | ASSIGNED TO EXAMINER |
| Wednesday, June 12, 2019 | PRIORITY ACTION E-MAILED |
| Wednesday, June 12, 2019 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Thursday, September 12, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, September 12, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 12, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, November 12, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 7, 2020 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Saturday, October 5, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, October 10, 2019 | ASSIGNED TO LIE |
| Wednesday, October 23, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 12, 2019 | PUBLISHED FOR OPPOSITION |
| Thursday, January 9, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, January 9, 2020 | USE AMENDMENT FILED |
| Tuesday, January 28, 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, March 11, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 17, 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, March 18, 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, January 28, 2020 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, February 13, 2020 | SU - NON-FINAL ACTION - WRITTEN |
| Thursday, February 13, 2020 | NON-FINAL ACTION E-MAILED |
| Thursday, February 13, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, March 12, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, March 12, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 10, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 10, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, July 18, 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Thursday, July 18, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, April 21, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, July 10, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, July 10, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, July 10, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, July 18, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, July 18, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, August 5, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, August 5, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, August 5, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, July 18, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, July 18, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, August 5, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, August 5, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, April 21, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, April 28, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, September 3, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, September 4, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, September 4, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |