HB FAMILY OFFICE Trademark
HB FAMILY OFFICE is a USPTO trademark filed by HB WEALTH MANAGEMENT, LLC. Status: Pending.
Trademark Facts
| Mark | HB FAMILY OFFICE |
|---|---|
| Serial Number | 98353964 |
| Status | Pending |
| Filing Date | 2024-01-12 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services) |
| Owner | HB WEALTH MANAGEMENT, LLC |
| Attorney of Record | Sarah Parker |
| Prosecution Events | 23 |
| Latest Event | EISU on 2025-07-14 |
Goods & Services
College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, estate settlement services; Financial asset management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; FAMILY OFFICE