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WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT.
By: Pathstone Family Office, LLC
Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce
Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact ...
Logo Design and Free Alerts provided by Trademarks On Call, Inc.
Status Alert: On Friday, May 29, 2026, the status for the WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. mark changed to NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER .
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On Friday, May 29, 2026, a U.S federal trademark application was filed for WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. by Pathstone Family Office, LLC, 10 Sterling Blvd., Suite 402, Englewood, NJ. The USPTO has assigned the WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. mark the serial number 99853415. The WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. mark has been filed in the category Advertising, Business and Retail Services, Transportation and Storage Services, Education and Entertainment Services, Medical and Beauty Services and Agricultural Services, Personal, Legal and Social Services. The owner of the WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. mark is listed as Pathstone Family Office, LLC, 10 Sterling Blvd., Suite 402, Englewood, NJ. The correspondent for the WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. mark is Kristine M. Young MAYER BROWN LLP of P.O. BOX 2828, CHICAGO, IL 60690-2828, UNITED STATES. If you have licensing, usage or other questions concerning the WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. mark, please contact the owner through the listed correspondent. The description provided for the WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. mark is Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact ... |
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| Word Mark: | WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. |
| Status: | NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date: | 05/29/2026 |
| Serial Number: | 99853415 |
| Filing Date: | 05/29/2026 |
| Registration Number: | Not Available |
| Registration Date: | Not Available |
| Goods and Services: | Consulting services in the field of family governance; personal planning services; organizing meetings of families; organizing family retreats; Personal concierge services; referral services for personal services of others; Personal services, namely, consultation in the field of divorce Arranging and conducting webinars, conferences, seminars and workshops in the fields of career and professional development, sustainable and impact investing, finance, investing, wealth management, legacy planning, and economic policy and market analysis; Publication of texts, other than publicity texts; Providing on-line non-downloadable digital publications in the nature of articles in the fields of finance, economic policy and market analysis, investing, sustainable and impact investing, wealth management, estate and tax planning, business advisory, family governance, health and well-being, insurance, lifestyle management, legacy planning, and philanthropy via the Internet; Entertainment services, namely, providing podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; production of podcasts; Providing online non-downloadable educational podcasts in the field of finance, investing, wealth management, legacy planning, and career and professional development; Educational services in the field of family governance and wealth succession; educational services in the field of philanthropic and charitable causes Billing services; Bookkeeping; Accounting services; accounting consultation; Tax preparation; tax planning; tax consultation; tax advisory services; Tax filing services; Business auditing; financial auditing; account auditing; Preparation of financial statements; Financial statement preparation and analysis for businesses; Business administration services; Business administration consultancy; Compilation of information into computer databases; computerized file management; Compiling and analyzing business data; Business management consultancy; business management consultation; Business consultancy relating to risk and regulatory compliance management; Business advisory services; Advisory services relating to business management and business operations; Business organization consultancy; Business succession planning; business planning; Business strategic planning services; Providing travel management services Travel information services; travel consultancy services; Travel and transport information service; Travel arrangement; travel agency services; travel consultancy; travel advisory services Health care consultancy; health counseling; providing information in the field of health and wellness; Medical referral services; providing information relating to health care; providing health information; providing information relating to medical services |
| Type Of Mark: | Service Mark |
| Register Type: | Principal |
| Published For Opposition Date: | Not Available |
| Current Owner: | Pathstone Family Office, LLC 10 Sterling Blvd. Suite 402 Englewood, NJ 07631 UNITED STATES |
| Mark Description: | Not Available |
| Mark Drawing Type: | Not Available |
| Design Search: | Not Available |
| Disclaimer: | Not Available |
| Correspondent: | Kristine M. Young MAYER BROWN LLP P.O. BOX 2828 CHICAGO, IL 60690-2828 UNITED STATES |
Class Information
| International Class(es): | 035 |
| US Class(es): | 100, 101, 102 |
| Primary Class: | Advertising; business management; business administration; office functions. |
| Class(es) Status: | Active |
| First Use Anywhere: | Not Available |
| First Use In Commerce: | Not Available |
| International Class(es): | 039 |
| US Class(es): | 100, 105 |
| Primary Class: | Transport; packaging and storage of goods; travel arrangement |
| Class(es) Status: | Active |
| First Use Anywhere: | Not Available |
| First Use In Commerce: | Not Available |
| International Class(es): | 041 |
| US Class(es): | 100, 101, 107 |
| Primary Class: | Education; providing of training; entertainment; sporting and cultural activities. |
| Class(es) Status: | Active |
| First Use Anywhere: | Not Available |
| First Use In Commerce: | Not Available |
| International Class(es): | 044 |
| US Class(es): | 100, 101 |
| Primary Class: | Medical services; veterinary services; hygienic and beauty care for human beings or animals; agriculture, horticulture and forestry services. |
| Class(es) Status: | Active |
| First Use Anywhere: | Not Available |
| First Use In Commerce: | Not Available |
| International Class(es): | 045 |
| US Class(es): | 100, 101 |
| Primary Class: | Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| Class(es) Status: | Active |
| First Use Anywhere: | Not Available |
| First Use In Commerce: | Not Available |
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