The trademark application WERTIQ FAMILY OFFICE was filed by HRK Family Office GmbH, a corporation established under the laws of the Federal Republic of Germany (the "Applicant"). The application was published for oppositions on August 17, 2023, and it was registered by office on November 24, 2023 without any oppositions.
The application was filed in German (English was selected as the second language).
Appointment and Replacement of representative of the trademark registration was recorded on December 18, 2024.
Goods And Services
The mark was filed in class 35 with following description of goods:
Service, in relation to the following fields: Establishment of foundations
Consultancy services in relation to the following fields: Establishment of a foundation
Business management
Negotiation and conclusion of commercial transactions for third parties
Assistance with business planning
Professional business consultancy
Advisory services for business management
Business acquisitions consultation
Consultations relating to business disposals
Consultancy services regarding business strategies
Assistance and advice regarding business organization
Professional business consultation relating to the setting up of businesses
Business intermediary services relating to the matching of potential private investors with entrepreneurs needing funding
Administrative assistance in responding to calls for tenders
Accountancy, book keeping and auditing
Professional business consultation relating to the setting up of businesses
Professional consultancy advice and Provision of business assistance, in relation to the following fields: M&A transactions.
The mark was filed in class 36 with following description of goods:
Finance services
Arranging the provision of finance
Finance services
Capital investment
Financial planning services
Financial advice
Financial analysis
Financial investment
Finance services
Conducting of financial transactions
Acquisition for financial investment
Management of financial assets
Management of financial assets
Administration of financial affairs
Financial management
Wealth management
Financial investment advisory services
Monetary transfer
Asset evaluation [financial]
Financial advisory and management services
Financial investment advisory services
Monetary transfer
Financial advisory and management services
Financial services relating to wealth management
Financial management relating to investment
Arranging investments, in particular capital investments, financing services and insurance
Management of corporate finances
Management of financial assets
Financial portfolio management
Investment fund transfer and transaction services
Arranging the provision of finance for real estate purchase
Financing services for companies
Financing in relation to the buying and selling of businesses
Provision of finance for business ventures
Financial planning and management
Inheritance planning
Asset reporting.
The mark was filed in class 41 with Arranging and conducting competitions.
The mark was filed in class 45 with Enforcement of testaments.