Trademark Overview
On Thursday, October 30, 2025, a trademark application was filed for OPEN FAMILY OFFICE with the United States Patent and Trademark Office. The USPTO has given the OPEN FAMILY OFFICE trademark a serial number of 99471530. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, April 7, 2026. The OPEN FAMILY OFFICE trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial advisory and consultancy services; Insurance and financial information and consultancy services; Financial planning; Financial trust planning; Financial management; Financial risk management; Financial portfolio management; Investment advisory services; Family office services in the nature of investment advisory services; Investment management; Financial analysis; Financial wealth management services; Family office services in the nature of financial wealth management services; Family office services in the nature of investment management; Estate planning; Insurance brokerage; Insurance consultation; Mortgage brokerage services; Mortgage lending; Fiduciary services, namely, fiduciary representative services
Tax and taxation planning, advice, information and consultancy services; Family office services in the nature of tax planning; Business consultation; Business administration consultancy; Business administration services; Business succession planning; Business strategic planning services; Business planning; Accounting services; Accounting advisory services; Family office services in the nature of accounting services; Financial records management
