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FAMILY OFFICE EXCHANGE, LLC logo

FAMILY OFFICE EXCHANGE, LLC

15 Marks
LLC
First Filed:Jun 7, 2006Latest Filed:Apr 17, 2023Address:Suite 800, Chicago, IL 60606

Portfolio Overview

Registered
10(67%)
Dead
5(33%)

Top Classes

Class 35
Advertising, Business Services & Retail
8(53%)
Class 41
Education and Entertainment
5(33%)
Class 16
Paper Goods and Printed Matter
4(27%)

TTAB Proceedings

Total Proceedings
5
As Plaintiff
1(20%)
As Defendant
4(80%)

Top Firms

Aronberg Goldgehn Davis & Ga...(Apr 2023)
9
TDFoster - Intellectual Prop...(Mar 2018)
2
BRIAN R GIBBONS PA(Jun 2006)
1

Trademark Activity Timeline(2006 – 2025)

Trademark Portfolio

15 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
FAMILY OFFICE EXCHANGE
REGISTERED
Owner:
Serial:97892033
Filed:Apr 17, 2023
Classes:16
Registration:7432033
Registered:Jul 2, 2024
Goods & Services
Printed matter, namely, brochures, research studies, technical publications, namely, books, handouts, workbooks, data sheets, flyers, manuals, journals and guides, all in the field of wealth management | Business management consultation services in the field of wealth management; Business networking of peer to peer learning groups of high net worth individuals | Business education and training services, namely, developing and facilitating customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; education services, namely, arranging and conducting meetings, seminars, workshops, exhibitions and conferences in the field of wealth management
FOX
FOX
Trademark
Word
REGISTERED
Owner:
Serial:97892175
Filed:Apr 17, 2023
Classes:16, 35, 41
Registration:7683783
Registered:Feb 11, 2025
Goods & Services
Business education and training services, namely, developing and facilitating customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives, all in the field of wealth management; Education services, namely, arranging and conducting seminars, workshops, exhibitions, and conferences in the field of wealth management; none of the aforementioned in the field of entertainment, media, broadcasting, sports, and news; Printed matter, namely, brochures, research studies, and technical publications, in the nature of books, handouts, workbooks, data sheets, flyers, manuals, journals, and guides, all in the field of wealth management; none of the aforementioned in the field of entertainment, media, broadcasting, sports, and news; Business management and consultation services in the field of wealth management; business networking for peer-to-peer learning groups of high-net-worth individuals in the field of wealth of management; none of the aforementioned in the field of entertainment, media, broadcasting, sports, and news
FAMILIES OF IMPACT
FAMILIES OF IMPACT
Service Mark
Word
REGISTERED
Owner:
Serial:97852137
Filed:Mar 22, 2023
Classes:35, 41
Registration:7910762
Registered:Aug 26, 2025
Goods & Services
Business education and training services, namely, developing and facilitating customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; education services, namely, arranging and conducting educational meetings, seminars, workshops, exhibitions and conferences in the field of wealth management; Business management consultation services in the field of businesses that provide wealth management; Business networking of peer-to-peer learning groups of high-net-worth individuals
FOX
FOX
Service Mark
Stylized
REGISTERED
Owner:
Serial:97466436
Filed:Jun 20, 2022
Classes:41
Registration:7120524
Registered:Jul 25, 2023
Goods & Services
Business management and consultation services in the field of wealth management; business networking for peer to peer learning groups of high net worth individuals | Business education and training services, namely, developing and facilitating customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; Education services, namely, arranging and conducting seminars, workshops, exhibitions, and conferences in the field of wealth management
DESIGN SUMMIT
DESIGN SUMMIT
Service Mark
Word
REGISTERED
Owner:
Serial:87830221
Filed:Mar 12, 2018
Classes:41
Registration:5595019
Registered:Oct 30, 2018
Goods & Services
Educational services, namely, conducting conferences and seminars in the field of family run businesses; "SUMMIT"
FALL FORUM
FALL FORUM
Service Mark
Word
ABANDONED
Owner:
Serial:87830226
Filed:Mar 12, 2018
Classes:41
FAMILY OFFICE BLUEPRINT
FAMILY OFFICE BLUEPRINT
Service Mark
Word
REGISTERED
Owner:
Serial:87828087
Filed:Mar 9, 2018
Classes:35
Registration:5580692
Registered:Oct 9, 2018
Goods & Services
"FAMILY OFFICE"
VOICE OF THE WEALTH OWNER
REGISTERED
Owner:
Serial:87828077
Filed:Mar 9, 2018
Classes:35
Registration:5580691
Registered:Oct 9, 2018
Goods & Services
"WEALTH OWNER"
FAMILY ENTERPRISE EXCHANGE
REGISTERED
Owner:
Serial:87274886
Filed:Dec 20, 2016
Classes:35
Registration:5356779
Registered:Dec 12, 2017
Goods & Services
"FAMILY ENTERPRISE"
FOX FAMILY ENTERPRISE EXCHANGE
REGISTERED
Owner:
Serial:87274975
Filed:Dec 20, 2016
Classes:35
Registration:5399279
Registered:Feb 13, 2018
Goods & Services
"FAMILY ENTERPRISE EXCHANGE"
FAMILY OFFICE EXCHANGE
FAMILY OFFICE EXCHANGE
Service Mark
Combined
REGISTERED
Owner:
Serial:86020065
Filed:Jul 25, 2013
Classes:35
Registration:4571038
Registered:Jul 22, 2014
Goods & Services
"FAMILY OFFICE EXCHANGE"
FAMILY OFFICE EXCHANGE
CANCELLED
Owner:
Serial:85275666
Filed:Mar 24, 2011
Classes:16
Registration:4090072
Registered:Jan 24, 2012
FOX
FOX
Trademark
Word
CANCELLED
Owner:
Serial:85275717
Filed:Mar 24, 2011
Classes:16
Registration:4134205
Registered:May 1, 2012
FAMILY OFFICE BLUEPRINT
FAMILY OFFICE BLUEPRINT
Service Mark
Word
CANCELLED
Owner:
Serial:77711940
Filed:Apr 10, 2009
Classes:36
Registration:3774219
Registered:Apr 13, 2010
Goods & Services
"FAMILY OFFICE"
OFFICE COMPLEXITY INDEX
OFFICE COMPLEXITY INDEX
Service Mark
Word
CANCELLED
Owner:
Serial:78903211
Filed:Jun 7, 2006
Classes:35
Registration:3293990
Registered:Sep 18, 2007
Goods & Services
Class 035: Business research services featuring the collection, preparation, storage and analysis of business information, data and statistics for use in evaluating family offices