Trademark Overview
On Saturday, April 4, 2026, a trademark application was filed for SCALE FAMILY OFFICE with the United States Patent and Trademark Office. The USPTO has given the SCALE FAMILY OFFICE trademark a serial number of 99745248. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Saturday, April 4, 2026. This trademark is owned by Scale Consulting Group, LLC. The SCALE FAMILY OFFICE trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:
Provision of an online marketplace for buyers and sellers of goods and services; Business management consulting services in the field of financial advisory practices; Business management and consultation in the field of family office management; On-line business networking services
Providing temporary use of on-line non-downloadable cloud computing software for financial data processing, financial management, and financial analysis; Software as a service (SAAS) services featuring software for project management; Providing temporary use of on-line non-downloadable cloud computing software using artificial intelligence (AI) for financial advisory services; Rental of computer software for financial management
Financial planning; Financial planning consultation; Financial planning and investment advisory services; Estate planning; Providing information in the field of financial planning; Providing information in the field of wealth management; Providing information regarding financial investment strategies; Financial services, namely, wealth management services; Investment advisory services; Providing information in the field of estate planning; Family office services in the nature of financial wealth management services
