THE FAMILY OFFICE AT GREENLEAF TRUST Trademark

Trademark Overview


On Friday, March 17, 2017, a trademark application was filed for THE FAMILY OFFICE AT GREENLEAF TRUST with the United States Patent and Trademark Office. The USPTO has given the THE FAMILY OFFICE AT GREENLEAF TRUST trademark a serial number of 87375517. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, April 19, 2024. This trademark is owned by Greenleaf Trust. The THE FAMILY OFFICE AT GREENLEAF TRUST trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Computer & Software Services & Scientific Services, Personal, and Legal & Social Services categories with the following description:

Financial planning; estate planning; financial risk management; financial services, namely, investment consultation, and investment management; bill payment services; cash management; philanthropic services, namely, providing grant administration for non-profit organizations, educational institutions, and other community organizations and consultation related thereto; financial trust administration relating to grant-making and tax compliance for private foundations; fiduciary and financial custodian representative services; and strategic financial governance consulting and advisory services

Tax consultation; business, insurance, real estate, aircraft, technology, security, and estate planning and estate structure records management services; business, insurance, real estate, aircraft, technology, security, and estate planning and estate structure document management services; business management services and business administration services; business administration services, namely, regulatory submission management in the nature of organizing, filing, and communicating financial and investment regulatory compliance documents and reports

Personal lifestyle consulting and personal concierge services for others comprising making requested personal arrangements and reservations and providing customer-specific information to meet individual needs

Computer consultation and advisory services relating to electronic and computer security
the family office at greenleaf trust

General Information


Serial Number87375517
Word MarkTHE FAMILY OFFICE AT GREENLEAF TRUST
Filing DateFriday, March 17, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, April 19, 2024
Registration Number5461951
Registration DateTuesday, May 8, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 20, 2018

Trademark Statements


Goods and ServicesFinancial planning; estate planning; financial risk management; financial services, namely, investment consultation, and investment management; bill payment services; cash management; philanthropic services, namely, providing grant administration for non-profit organizations, educational institutions, and other community organizations and consultation related thereto; financial trust administration relating to grant-making and tax compliance for private foundations; fiduciary and financial custodian representative services; and strategic financial governance consulting and advisory services
Goods and ServicesTax consultation; business, insurance, real estate, aircraft, technology, security, and estate planning and estate structure records management services; business, insurance, real estate, aircraft, technology, security, and estate planning and estate structure document management services; business management services and business administration services; business administration services, namely, regulatory submission management in the nature of organizing, filing, and communicating financial and investment regulatory compliance documents and reports
Goods and ServicesPersonal lifestyle consulting and personal concierge services for others comprising making requested personal arrangements and reservations and providing customer-specific information to meet individual needs
NOT AVAILABLE"THE FAMILY OFFICE" AND "TRUST"
Goods and ServicesComputer consultation and advisory services relating to electronic and computer security

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 22, 2017
Primary Code035
First Use Anywhere DateTuesday, March 7, 2017
First Use In Commerce DateTuesday, March 7, 2017

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 22, 2017
Primary Code036
First Use Anywhere DateTuesday, March 7, 2017
First Use In Commerce DateTuesday, March 7, 2017

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 DateWednesday, March 22, 2017
Primary Code042
First Use Anywhere DateTuesday, March 7, 2017
First Use In Commerce DateTuesday, March 7, 2017

International Class045 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, March 22, 2017
Primary Code045
First Use Anywhere DateTuesday, March 7, 2017
First Use In Commerce DateTuesday, March 7, 2017

Trademark Owner History


Party NameGreenleaf Trust
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressKalamazoo, US 49007

Party NameGreenleaf Trust
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressKalamazoo, US 49007

Party NameGreenleaf Trust
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressKalamazoo, US 49007

Trademark Events


Event DateEvent Description
Tuesday, March 21, 2017NEW APPLICATION ENTERED
Wednesday, March 22, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, June 12, 2017ASSIGNED TO EXAMINER
Thursday, June 22, 2017NON-FINAL ACTION WRITTEN
Thursday, June 22, 2017NON-FINAL ACTION E-MAILED
Thursday, June 22, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, December 22, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, December 22, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, December 22, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, January 12, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 31, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 20, 2018PUBLISHED FOR OPPOSITION
Tuesday, February 20, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 8, 2018REGISTERED-PRINCIPAL REGISTER
Monday, May 8, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, October 23, 2023TEAS SECTION 8 & 15 RECEIVED
Friday, April 19, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, April 19, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, April 19, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED