| Serial Number | 98410278 |
| Word Mark | Z |
| Filing Date | Monday, February 19, 2024 |
| Status | 814 - SU - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Monday, January 12, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 12, 2024 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of a stylized lister "Z" with a diamond in the middle. |
| Goods and Services | Tax strategy tax planning and business strategic planning services; accounting services and payroll processing services; Managing agent services, namely, corporate management assistance services for reporting and maintaining corporate records, corporate documents, and corporate filings; Business counseling, namely, consulting third-party family office members on business management of trusts, grants, endowments, philanthropic foundations |
| Goods and Services | Platform as a service (PAAS) featuring computer software platforms for managing a family office and providing access to account information by members |
| Goods and Services | Real estate and corporate investment services, namely, providing sources of financing and arranging financing for real estate and corporate acquisition, and disposition services; Financial services in the nature of management in connection with investment opportunities, both public and private, namely, complex acquisitions, restructurings and dispositions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; Financial planning and investment advisory services, and wealth management services; Financial services, namely, administration of estates, trusts, foundations, and individual's funds; Tax strategy services, namely, financial investment consultation; Real estate property management services; Payroll tax debiting services; Cash management services; Charitable and philanthropic foundation services, namely, providing financial assistance for programs and services of others; Financial consultation services in the nature of providing strategic guidance and planning in connection with investment opportunities, both public and private, in the nature of complex acquisitions, restructuring and disposition; Financial counseling, namely, consulting third-party family office members on creating and managing financial trusts, grants, endowments, philanthropic foundations |
| Goods and Services | Education and consulting services, namely, educating in the nature of providing instruction, providing seminars, conferences, round-tables being panel discussions, classes, and panel discussions with third party family offices on managing and structuring family office services; Consulting third-party family office members, namely, educational classes and seminars on managing personal well-being, creating and managing trusts, grants, endowments, philanthropic foundations |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, February 19, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, December 1, 2024 |
| First Use In Commerce Date | Sunday, December 1, 2024 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, February 19, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, December 1, 2024 |
| First Use In Commerce Date | Sunday, December 1, 2024 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, February 19, 2024 |
| Primary Code | 041 |
| First Use Anywhere Date | Sunday, December 1, 2024 |
| First Use In Commerce Date | Sunday, December 1, 2024 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, February 19, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, December 1, 2024 |
| First Use In Commerce Date | Sunday, December 1, 2024 |
| Party Name | CHAI TRUST COMPANY, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60606 |
| Party Name | CHAI TRUST COMPANY, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60606 |
| Event Date | Event Description |
| Tuesday, February 20, 2024 | NEW APPLICATION ENTERED |
| Wednesday, June 12, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 12, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, September 4, 2024 | ASSIGNED TO EXAMINER |
| Monday, September 9, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, September 9, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, September 9, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, September 23, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, September 23, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, September 23, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 2, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, October 2, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 2, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 2, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, October 2, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 23, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 12, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 12, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 24, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, June 13, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, December 10, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, June 13, 2025 | USE AMENDMENT FILED |
| Saturday, December 13, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, December 15, 2025 | SU - NON-FINAL ACTION - WRITTEN |
| Monday, December 15, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, December 15, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, December 27, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, January 12, 2026 | ASSIGNED TO LIE |
| Monday, January 12, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, January 12, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |