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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, October 30, 2025. 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
