FAMILY FIRST. OFFICE SECOND.
Live / Applied — New application — not yet assigned to an examiner (as of 27 Jan 2026)
What this means for you
Not registered yet, but its 27 Jan 2026 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
- 99618086
- Mark type
- Stylized text
- Filed
- 27 Jan 2026
- Attorney of record
- Mark W. Hendricksen
Goods and services
- Class 035 — Advertising and business services: Consultancy and advisory related to family office services, namely consultancy and advisory in the fields of business succession planning, exit strategies, and corporate governance structure as it relates to the family or family members; Family office assessment and road-mapping, namely assessment and consulting on family office services, needs, and potential requirements, to transition family wealth to a future generation or generations, namely consulting on and coordinating of professional services for family offices, namely legal consultants, tax advisors, wealth managers, and insurance agencies; Family office assessment and road-mapping, namely business risk assessment, evaluations in business matters, business strategic development and planning; Practice management for family offices and wealth advisory teams, namely family office administration
- Class 036 — Insurance and financial services: Advisory services relating to financial planning; Consultancy related to family office strategy, design and implementation, namely consultancy in the fields of wealth and financial strategies
- Class 041 — Education and entertainment services: Customized learning and education for family offices, namely providing courses, webinars and seminars in the field of business risk management, business succession planning, estate and retirement planning
- Class 045 — Legal and security services: Family facilitation services, namely conflict resolution services, consulting in the field of improving communication in interpersonal relationships
Owner
- Cole & Associates Consulting Inc., West Vancouver, BC, CA
Prosecution history
- 27 Jan 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 27 Jan 2026 — TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS
- 27 Jan 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 27 Jan 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 27 Jan 2026 — APPLICATION FILING RECEIPT MAILED
- 27 Jan 2026 — NEW APPLICATION ENTERED