GleanMark

FAMILY OFFICE MINDSET Trademark

FAMILY OFFICE MINDSET is a USPTO trademark filed by The Trust Company of Toledo, National Association. Status: Registered.

Trademark Facts

MarkFAMILY OFFICE MINDSET
Serial Number88354519
Registration Number6038477
StatusRegistered
Filing Date2019-03-25
Registration Date2020-04-21
Mark TypeWord
Nice Classes035 (Advertising & Business), 036 (Financial Services), 045 (Legal Services)
OwnerThe Trust Company of Toledo, National Association
Attorney of RecordTimothy J. Van Tuinen
Prosecution Events49
Latest EventC15A on 2025-09-04

Goods & Services

Financial services, namely, wealth management services; financial management services; financial information and advisory services; financial planning; financial consultation to businesses in the financial areas of business continuation, business succession, deferred compensation and retirement planning; providing information and advice in the fields of financial investments, financial valuations and financial aspects of retirement; estate planning; trust services, namely, investment and trust company services; financial risk management; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; fiduciary services, namely, fiduciary representative services; fiduciary tax payment processing services; investment advisory services; investment management; financial portfolio management; organizing preferred provider programs in the field of tax, legal, and business partners; philanthropy consultation relating to taxation planning; tax advisory services; legal services; "FAMILY OFFICE"

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