Trademark Overview
On Thursday, February 15, 2024, a trademark application was filed for ZELL FAMILY OFFICE with the United States Patent and Trademark Office. The USPTO has given the ZELL FAMILY OFFICE trademark a serial number of 98406354. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, September 9, 2024. This trademark is owned by CHAI TRUST COMPANY, LLC. The ZELL FAMILY OFFICE trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:
Education and consulting services, namely educating, providing seminars, conferences, round-tables, classes, and discussions with third party family offices on managing and structuring family office services; Consulting family office members on managing personal well-being, creating and managing trusts, grants, endowments, philanthropic foundations
Corporate investment services, namely, providing sources of financing and arranging financing for corporate acquisition, and business 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 and planning services; Accounting and payroll services; Cash management services; Managing agent services namely for obtaining and reporting and maintaining corporate records, corporate documents, and corporate filings; Charitable and philanthropic foundation services;
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
Platform as a service featuring non-downloadable computer software for managing a family office and providing access to account information by members
