ZELL GROUP Trademark

Trademark Overview


On Thursday, February 15, 2024, a trademark application was filed for ZELL GROUP with the United States Patent and Trademark Office. The USPTO has given the ZELL GROUP trademark a serial number of 98406361. 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 GROUP 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
zell group

General Information


Serial Number98406361
Word MarkZELL GROUP
Filing DateThursday, February 15, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateMonday, September 9, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducation 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
Goods and ServicesCorporate 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;
Goods and ServicesFinancial 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
NOT AVAILABLE"GROUP"
Goods and ServicesPlatform as a service featuring non-downloadable computer software for managing a family office and providing access to account information by members

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, February 15, 2024
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 DateThursday, February 15, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, February 15, 2024
Primary Code041
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 DateThursday, February 15, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameCHAI TRUST COMPANY, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60606

Trademark Events


Event DateEvent Description
Friday, February 16, 2024NEW APPLICATION ENTERED
Monday, June 17, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, September 9, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 4, 2024ASSIGNED TO EXAMINER
Monday, September 9, 2024NON-FINAL ACTION E-MAILED
Monday, September 9, 2024NON-FINAL ACTION WRITTEN