ALLIÉ FAMILY OFFICE

What this means for you

Not registered yet, but its 04 Dec 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99530299

Mark type

Design + words

Filed

04 Dec 2025

Attorney of record

Moises Saltiel

Goods and services

• Class 035 — Advertising and business services: Business management and organization consultancy; Assistance, advice and consultancy with regard to business planning, business analysis, business management and business organization relating to purchasing functions; Marketing consulting services relating to long-term business strategy development for non-profit organizations; Consultancy regarding the organization or managing of a trade company; Business consulting services in the field of family businesses, family protocol, and succession planning; Business consultation in the field of business leadership development; Professional business consulting; Providing business management information in connection with consulting and advisory services in the field of strategic planning; Providing organizational development consulting services; Consulting services, namely, expert analysis and management consulting in economics and accounting; Business consultation in the field of strategic planning and growth; Business consultation in the field of M&A; Business consulting services in the field of business knowledge transfer through audio tools, namely, recording interviews with subject matter experts for an organization's capture and future use; Business organization and management consulting; Business organization consulting; Business management consulting; Business merger consultation; Business acquisitions consultation; Business consultation in the field of education leadership development; Information, advisory and consultancy services relating to business and management or business administration, including such services provided on line or via the internet; Philanthropy consultation relating to taxation planning; Business management consultancy as well as development of processes for the analysis and the implementation of strategy plans and management projects; Tax and taxation planning, advice, information and consultancy services; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Family office services in the nature of accounting services; Family office services in the nature of tax planning; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Business succession planning
• Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Family office services in the nature of financial wealth management services; Wealth transfer planning; Family office services in the nature of investment management; Family office investment advisory services; Family office investment management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information and research in the field of finance and financial investments; Financial planning and investment advisory services; Investment consultancy; Private equity fund investment services; Trust services, namely, investment and trust company services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Estate trust management; Estate trust planning; Financial trust planning; Financial trust operations; Financial trust administration; Fiduciary representatives
• Class 045 — Legal and security services: Personal concierge services for others comprising making requested personal arrangements and reservations, running errands and providing customer specific information to meet individual needs, all rendered in business establishments, office buildings, hotels, residential complexes and homes; Providing case management services, namely, coordinating legal, physical, social and psychological services for families; Counseling in the field of developing, strengthening and sustaining well-balanced families and family relationships

Owner

• Allié Family Office, LLC, Miami, FL, US

Prosecution history

• 31 Mar 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
• 31 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 04 Dec 2025 — NEW APPLICATION ENTERED
• 04 Dec 2025 — APPLICATION FILING RECEIPT MAILED