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The US trademark MY FAMILY, MY WEALTH was filed as Word mark on 07/09/2004 at the U.S. Patent and Trademark Office.
It was registered as a trademark on 10/31/2006.
The current status of the mark is "CANCELLED - SECTION 8".
| Trademark form | Word mark |
| File reference | 78448149 |
| Register number | 3164588 |
| Application date | July 9, 2004 |
| Publication date | August 15, 2006 |
| Entry date | October 31, 2006 |
Trademark owner
201 Louis Lane
19707 Wilmington
US
19707 Wilmington
US
Trademark representatives
goods and services
36
Financial services, namely, providing a Virtual Family Office repository for documents and papers, family members and their advisors, and account aggregation; due diligence services, portfolio implementation services, and consolidated reporting services; investment, wealth management and planning services that provides oversight and counseling for client and family, namely, integration of estate, tax, trust, wealth transfer, charitable giving and philanthropy, and insurance planning; retirement planning services; financial planning and investment management services
45
Family coaching and counseling in the fields of personal wealth, family values, and family dynamics
ID: 1378448149