USPTO trademark

PRIVATE FAMILY OFFICE

RegisteredUSPTOWord and designClass 36Class 42

"PRIVATE FAMILY OFFICE" is a word and design mark owned by Dow Software, LLC, filed at the USPTO on February 21, 2020. It is registered and covers classes 36 and 42.

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Data current as of December 14, 2021Official USPTO record

As filed with the USPTO

Status: Registered; Since December 14, 2021
Filed: February 21, 2020
Registered: December 14, 2021
Expires: Not recorded
Application no.: 88805231
Registration no.: 6591142
Office: USPTO; United States Patent and Trademark Office
Mark type: Word and design; 2 classes

Ownership

Who owns PRIVATE FAMILY OFFICE

The owner and representative on file with the office.

Owner

Dow Software, LLC

Lakewood Ranch, United States

Representative

Vivek J. Rao

Pierce Atwood LLP

Goods and services

What the mark covers

The products and services PRIVATE FAMILY OFFICE is filed for, grouped by Nice class.

36Class 36 · Insurance and Financial
Financial consultancy, advice, planning and management; investment advisory services; investment management; financial portfolio analysis services; investment consulting services, namely, advising family offices, high net worth individuals and other individuals and investors, and their professional advisors, in the field of capital investing; family office services, namely, financial planning and advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, tax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionals, and financial philanthropic gift planning; providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a web site to retrieve and display data from third party financial and investment web sites on one or more consolidated views; providing financial information to consumers including account, transaction, and balance information from a wide variety of sources, namely, banks and other financial institutions, accounts, lawyers and other professional advisors, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; providing information pertaining to finance, banking, investments and retirement planning, through electronic means
42Class 42 · Computer and Scientific Services
Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; providing temporary use of online non-downloadable software and applications for use by family offices, high net worth individuals and other individuals and investors, and their professional advisors, including financial advisors, banks, lawyers, and accountants, in the management of investments, taxes, philanthropic activities, trusts, household finances, real property maintenance, housekeeping and repairs, and travel planning and coordination; providing temporary use of online non-downloadable software and applications for use to facilitate communication among family offices, high net worth individuals and other individuals and investors, and their professional advisors, including financial advisors, banks, lawyers, and accountants; providing temporary use of online non-downloadable software and applications for use by family offices, families, households and individuals, and their professional advisors and support personnel, in the management of information and communications related to staffing, health and medical matters, pets, social connections, calendaring, recordkeeping and memorabilia

History

What has happened so far

Steps recorded by the USPTO, newest first.

December 14, 2021Registered-principal register
November 9, 2021Notice of acceptance of statement of use e-mailed
November 8, 2021Allowed principal register - sou accepted
November 8, 2021Teas/email correspondence entered
November 8, 2021Correspondence received in law office
November 8, 2021Assigned to lie
November 2, 2021Teas response to office action received
August 23, 2021Notification of non-final action e-mailed
August 23, 2021Non-final action e-mailed
August 23, 2021Su - non-final action - written

10 earlier steps on the official record.

FAQ

About PRIVATE FAMILY OFFICE

Who owns the trademark "PRIVATE FAMILY OFFICE"?

The USPTO trademark "PRIVATE FAMILY OFFICE" (application 88805231) is owned by Dow Software, LLC.

What is the status of "PRIVATE FAMILY OFFICE"?

Its status at the USPTO is: registered.

When was "PRIVATE FAMILY OFFICE" registered?

It was registered on December 14, 2021.

API

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GET /v1/trademarks/{id}

ID=tm_019d2b6b-4674-7640-a50b-38d0ef77954f
curl https://api.signa.so/v1/trademarks/$ID \
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Response

{
  "id": "tm_019d2b6b-4674-7640-a50b-38d0ef77954f",
  "object": "trademark",
  "mark_text": "PRIVATE FAMILY OFFICE",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "88805231",
  "filing_date": "2020-02-21",
  "nice_classes": [
    36,
    42
  ],
  "owners": [
    {
      "name": "Dow Software, LLC",
      "entity_id": null
    }
  ]
}