issued
on 16 Apr 2024
Last Applicant/ Owned by
212 S. Main Avenue, Suite 145
Sioux Falls
SD
57104
Serial Number
97396232 filed on 05th May 2022
Registration Number
N/A
Correspondent Address
Tara Ficken HUSCH BLACKWELL LLP
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
"PARTNERS" Family office services, namely, regulatory compliance consulting in the field of taxes Tax and taxation planning; Business acquisition and merger consultation services; Business succession planning; family governance and education services, namely, facilitation of family meeting, implementation of family governance and decision-making structure, and documentation of family mission, viRead More
Family office services, namely, regulatory compliance consulting in the field of taxes
11th 000101
11th 000101
Family office services, namely, training in the field of family office operations; Training and coaching in the fields of business and family leadership, wealth management, finance, investing, estate planning, family philanthropy to financially successful families, and interpersonal relationships; Provision of educational courses in the field of family office advisory
11th 000101
11th 000101
Financial advisory and consulting services, namely, investment consultation, asset allocation, financial planning, risk management and asset protection; financial services, namely, wealth management services, investment management and administration services in the nature of asset allocation, investment manager and fund selection, and investment reporting; financial services, namely, wealth management services; estate planning; financial advice, planning, information and consultancy services; Philanthropic planning, support and management services, namely, provision of philanthropy consultation relating to financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; insurance services, namely, underwriting, issuance and administration of life insurance; trust services, namely, investment and trust company services; estate trust planning; financial trust planning; trust management accounts; financial trust operations; estate trust management; financial trust administration; real estate investment trust services; real estate investment trust advisory services; real estate investment trust management services; family office services, namely, wealth planning, investment advisory, investment of funds for charitable purposes, estate and gift planning for financial purposes, and bill-pay services
11th 000101
11th 000101
Tax and taxation planning; Business acquisition and merger consultation services; Business succession planning; family governance and education services, namely, facilitation of family meeting, implementation of family governance and decision-making structure, and documentation of family mission, vision, and values; Family office services, namely, tax consulting and accounting services; Philanthropic planning, support and management services, namely, business services in the nature of assisting others in the establishment of charitable organizations, provision of business advice for family offices and philanthropic funds, promotion of charitable giving that reflects the core values of the donor by providing a method to identify the donor's core values and to select charities that foster those values, provision of business information regarding charitable or humanitarian organizations, and developing and managing the charitable giving programs of others; Business consulting, management, and planning services in the fields of family governance of business and other family assets, family offices, business succession, estate management, and special event planning for business purposes
11th 000101
11th 000101
No 97396232
No Service Mark
No 512755-21
No
No
No
No
No
No
No
No
25.03.04 -
Backgrounds covered with circles or ellipses
26.09.25 -
Squares with curved sides
| Status Date | Action Taken |
|---|---|
| 16th Apr 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 04th Mar 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 20th Feb 2024 | PUBLISHED FOR OPPOSITION |
| 01st Feb 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 01st Feb 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 17th Jan 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 17th Jan 2024 | EXAMINER'S AMENDMENT ENTERED |
| 17th Jan 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 17th Jan 2024 | EXAMINERS AMENDMENT E-MAILED |
| 17th Jan 2024 | EXAMINERS AMENDMENT -WRITTEN |
