Mark Identification

ZFO

Serial Number

98403139

Filing Date

Feb 13, 2024

Trademark by

CHAI TRUST COMPANY LLC

Classification Information

Business and consulting services; Financial consultation services in the nature of providing strategic guidance and planning in connection with investment opportunities, both public and private, in the nature of complex acquisitions, restructuring and disposition

Advertising and Business

Real estate and corporate investment services, namely, providing sources of financing and arranging financing for real estate and corporate acquisition, and disposition services; Financial services in the nature of management in connection with investment opportunities, both public and private, namely, complex acquisitions, restructurings and dispositions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; Financial planning and investment advisory services, and wealth management services; Financial services; namely, administration of estates, trusts, foundations, and individual's funds; Tax strategy and planning services; Property management services; Accounting and payroll services; Cash management services; Managing agent services namely for reporting and maintaining corporate records, corporate documents, and corporate filings; Charitable and philanthropic foundation services

Insurance and Financial

Education and consulting services, namely educating, providing seminars, conferences, round-tables, classes, and discussions with third party family offices on managing and structuring family office services; Consulting family office members on managing personal well-being, creating and managing trusts, grants, endowments, philanthropic foundations

Education and Entertainment

Platform as a service featuring non-downloadable computer software for managing a family office and providing access to account information by members

Computer and Scientific