OPEN FAMILY OFFICE

Live / Allowed — Publication / registration review complete (as of 19 Mar 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 30 Oct 2025 filing date already counts against anyone who files later.

Record

Serial number
99471530
Mark type
Stylized text
Filed
30 Oct 2025
Published for opposition
07 Apr 2026
Attorney of record
Molly B. Markley

Goods and services

  • Class 035 — Advertising and business services: Tax and taxation planning, advice, information and consultancy services; Family office services in the nature of tax planning; Business consultation; Business administration consultancy; Business administration services; Business succession planning; Business strategic planning services; Business planning; Accounting services; Accounting advisory services; Family office services in the nature of accounting services; Financial records management
  • Class 036 — Insurance and financial services: Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial advisory and consultancy services; Insurance and financial information and consultancy services; Financial planning; Financial trust planning; Financial management; Financial risk management; Financial portfolio management; Investment advisory services; Family office services in the nature of investment advisory services; Investment management; Financial analysis; Financial wealth management services; Family office services in the nature of financial wealth management services; Family office services in the nature of investment management; Estate planning; Insurance brokerage; Insurance consultation; Mortgage brokerage services; Mortgage lending; Fiduciary services, namely, fiduciary representative services

Owner

Prosecution history

  • 01 Apr 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 16 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 15 Mar 2026 — ASSIGNED TO EXAMINER
  • 30 Oct 2025 — APPLICATION FILING RECEIPT MAILED
  • 30 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 30 Oct 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy