Legal Representation
Attorney
Heather E Balmat
Application History
4 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 30, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Feb 25, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Feb 25, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Feb 25, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Business advisory services for family-owned businesses; business advisory services for the governance, succession, and next-generation education in family-owned businesses and family offices; family office services, namely, business advisory and consultancy services related to family business planning; family office services, namely business activity facilitation and administration of family offices, and strategic business planning; family office services, namely business planning in the nature of creating, implementing, and executing family legacy strategic business plans; business succession planning; business management consulting, business strategic planning and business advisory services provided to business owners, family offices, and ultra-high-net worth individuals; business advisory services, namely, advising on how to set up a family office or design new family offices in the nature of providing advice on the structure and staffing of family offices, providing advice on the selection of legal and wealth management partners to work with the family office, and advising on insourcing and outsourcing decisions; business advisory services, namely, business evaluation of current family offices and providing advice on structure and staffing, selection of legal and wealth management partners to work with the family office, and advising on insourcing and outsourcing decisions
Classification
International Classes
035