As an attorney, your clients count on you to provide them with expert guidance and solutions to their problems.
As an Ethos partner, you’ll have scalable, technology-enabled platforms to easily and efficiently offer a broad scope of innovative solutions for bespoke planning with prompt service, extensive support and deep expertise.
modern boutique law firm
Protection, Prosperity & People‑Focused
Planning with Purpose
We are a boutique law firm that focuses entirely on planning. We design and deliver bespoke plans that provide comprehensive protection while they also facilitate financial prosperity and uniquely foster family peace, unity and prosperity.
Our modern approach is client-centered and fosters relationship prosperity in a way that is uniquely heart-centered. We are guided by values and driven by intention to deliver our “Four Ps of Planning” — Protection, Prosperity, People, and Purpose.
Protection
Secure what matters most.
Prosperity
Financial succcess.
Family harmony.
People
Guided by values.
Driven by intention.
Purpose
Planning today
for generations tomorrow.
protection with purpose
Holistic and Innovative Planning
We employ a holistic approach to planning that is very comprehensive. We utilize state-of-the-art strategies and techniques to effectively deliver optimized planning.
Our unique holistic approach optimally coordinates all types of planning, which are all components of our innovative 360° Protection Planning >> Prosperity for Life & Loved Ones™.
Our planning components include income tax planning, estate planning, estate tax planning, asset protection planning, business succession planning, medicaid planning, legacy planning, and more.
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:
- Have very satisfied clients
- Help your clients with better planning solutions
- Differentiate yourself from your competitors
- Increase your revenue
- Add more value to your client relationships
- Increase your client retention
- Increase your revenue
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.
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.