SOCIETAL FAMILY OFFICE Trademark

Trademark Overview


On Thursday, April 28, 2022, a trademark application was filed for SOCIETAL FAMILY OFFICE with the United States Patent and Trademark Office. The USPTO has given the SOCIETAL FAMILY OFFICE trademark a serial number of 97386362. The federal status of this trademark filing is FIRST EXTENSION - GRANTED as of Wednesday, February 7, 2024. This trademark is owned by Societal, LLC. The SOCIETAL 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:

Family office services, namely, financial advisory and consultancy services in the field of financial planning for families; financial management; estate planning; monitoring financial markets for investment purposes; investment advisory services; financial consulting services in the field of planned giving for non-profit and charitable organizations; philanthropy consultation related to taxation planning; tax and taxation planning, advice, information, and consultancy services; cash management; bill payment services

Family office business services, namely, providing business management and business consulting services for family offices; Family office business administration services; Providing office space services in the nature of organizational services for business purposes, namely, organizing office spaces for family office owners, employees and staff

IT consulting and integration services relating to installation, maintenance and repair of computer software for family offices; Software as a service (SAAS) featuring software for coordination of family office services with financial advisors, accountants, and administration staff and financial accounting and reporting; providing a website featuring support services for family offices, namely, an interactive website featuring technology that enables users to access accounting reports, family office administration scheduling, and financial reports
societal family office

General Information


Serial Number97386362
Word MarkSOCIETAL FAMILY OFFICE
Filing DateThursday, April 28, 2022
Status730 - FIRST EXTENSION - GRANTED
Status DateWednesday, February 7, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 4, 2023

Trademark Statements


Goods and ServicesFamily office services, namely, financial advisory and consultancy services in the field of financial planning for families; financial management; estate planning; monitoring financial markets for investment purposes; investment advisory services; financial consulting services in the field of planned giving for non-profit and charitable organizations; philanthropy consultation related to taxation planning; tax and taxation planning, advice, information, and consultancy services; cash management; bill payment services
Goods and ServicesFamily office business services, namely, providing business management and business consulting services for family offices; Family office business administration services; Providing office space services in the nature of organizational services for business purposes, namely, organizing office spaces for family office owners, employees and staff
Disclaimer with Predetermined Text"FAMILY OFFICE"
Goods and ServicesIT consulting and integration services relating to installation, maintenance and repair of computer software for family offices; Software as a service (SAAS) featuring software for coordination of family office services with financial advisors, accountants, and administration staff and financial accounting and reporting; providing a website featuring support services for family offices, namely, an interactive website featuring technology that enables users to access accounting reports, family office administration scheduling, and financial reports

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 3, 2022
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 3, 2022
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateTuesday, May 3, 2022
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameSocietal, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressGreenwich, CT 06830

Party NameSocietal, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressGreenwich, CT 06830

Trademark Events


Event DateEvent Description
Friday, February 9, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, February 7, 2024SOU EXTENSION 1 GRANTED
Wednesday, February 7, 2024SOU EXTENSION 1 FILED
Wednesday, February 7, 2024SOU TEAS EXTENSION RECEIVED
Tuesday, August 29, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 4, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 4, 2023PUBLISHED FOR OPPOSITION
Wednesday, June 14, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, May 26, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, May 26, 2023EXAMINER'S AMENDMENT ENTERED
Friday, May 26, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, May 26, 2023EXAMINERS AMENDMENT E-MAILED
Friday, May 26, 2023EXAMINERS AMENDMENT -WRITTEN
Friday, May 19, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 19, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 19, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sunday, February 19, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, February 19, 2023NON-FINAL ACTION E-MAILED
Sunday, February 19, 2023NON-FINAL ACTION WRITTEN
Wednesday, February 15, 2023ASSIGNED TO EXAMINER
Tuesday, May 3, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, May 2, 2022NEW APPLICATION ENTERED