Protection
Secure what
matters most.
Purpose
Guided by values.
Driven by intention.
People
Planning today
for generations tomorrow.
Prosperity
Financial success.
Family harmony.
As an attorney, your clients count on you to provide them with expert guidance and solutions to their problems in a timely manner.
As an Ethos partner, you’ll have scalable, technology-leveraged platforms to easily and efficiently offer a comprehensive scope of innovative solutions to provide bespoke planning with prompt service, extensive support and deep expertise.
a different kind of planning firm
Protected with Purpose. Prospering with Intention. Planned with Ethos.
Ethos Legacy Group is a modern boutique planning law firm built around a simple belief:
Great planning should do far more than prepare legal documents.
It should protect what clients have built. Help them prosper from it. Care for the people who matter most. Preserve the values, wisdom and stories that give a client’s wealth meaning. And thoughtfully prepare for generations still to come.
That is why we approach planning differently.
We bring together sophisticated legal, tax, asset protection, business, estate and legacy planning through a holistic 360° perspective—then thoughtfully design a deeply personalized plan around each client’s life, their family, their aspirations and their definition of prosperity.
Everything we do is guided by our Four P’s of Planning: Protection. Purpose. People. Prosperity.
why join Ethos?
Work Less. Make More. Happier Clients.
Significant Cost Savings
Save thousands of dollars per month in SAAS platform costs with our custom platform
New Revenue Streams
Sell new offerings with our Team handling the servicing
Operational Efficiencies
Highly tech-leveraged processes that save time and improve the client experience
Full-Scale Marketing
Done-for-you email and SMS campaigns that drive new revenue and serve clients better
Significant Cost Savings
Replace the monthly expense drag all of these SAAS platforms:
- CRM
- Website hosting & security
- Document drafting
- Electronic Signature Platform
- Case/Project Management platform
- Billing platform
- Booking platform
- Proposal Platform
New Revenue Streams
Our Team of very experienced tax attorneys have deep expertise in advanced planning practice areas, including:
- Advanced Business & Tax Structuring
- Advanced Estate Tax Planning
- Advanced Business Income Tax Strategies
- Advanced Asset Protection Strategies
- Advanced Investment Income Tax Strategies
- Advanced Business Succession Planning
- Advanced Liquidity Event Tax Strategies
- Cross-Border International Tax Planning
Operational Efficiencies
Highly tech-leveraged processes that save time and improve the client experience.
- Full suite of fully- & mostly-automated products
- Game-changing automated processes
- Collaboration with our team of experts
- Sharing of work during overflow periods
- Unified dashboard for all workflow tools
- Elimination of different, disconnected apps
Full-Scale Marketing
Full-scale done-for-you marketing campaigns that effectively target missed opportunities and professionally drive new revenue and serve clients better.
- Email Campaigns
- SMS Campaigns
- Regular social media & blog posts
- Engaging Community Site & App
let's grow together
Building Something Special
Broad Offerings with Scalable Systems & Processes
Your clients count on you to provide them with comprehensive planning solutions.
By becoming one of our partners, you’ll have more to offer and best-in-class tools and resources to provide it.
By having a broader range of planning services to offer your clients, you’ll be better equipped to help your clients while you will also improve your business and your life.
By becoming an Ethos partner you will:
- Differentiate yourself from your competitors
- Have very satisfied clients
- Increase your revenue
- Add more value to your client relationships
- Help your clients with better planning solutions
- Increase your client retention
Deep Expertise & Support
Your clients also count on you to provide them with expert guidance.
By becoming one of our partners, you’ll have a team of very experienced and skilled attorneys to support you at all times.
You will have access to our vast knowledgebase of both proprietary and non-proprietary strategies along with a library of educational materials.
You will not be left to figure things out on your own or reinvent the wheel.
Sensible & Sustainable Trifecta
We offer a modern approach to partnerships and to delivering comprehensive, bespoke planning that’s simply better.
Becoming an Ethos partner is a win-win-win trifecta – a win for your clients, a win for you, and a win for us!
We believe that is the only type of partnership that makes sense and is sustainable long-term.
We're excited to explore opportunities together!
let's talk
Start the Conversation
If you’re an attorney looking for a change or looking for a better way, we would love to start the conversation with you.
We’re looking to team up with talented attorneys who want to provide best-in-class solutions along with an elevated client experience.
To learn more about how our partnership program can work for you and the robust tools and resources we provide, please complete and submit the form below.
prefer to talk first?
let's explore the possibilities
Ready to Explore a More Collaborative Approach?
Schedule a conversation to explore how working with Ethos could strengthen your client relationships, expand the planning value you provide, and create new opportunities for shared growth.
