Someday, Your Family Will Inherit
More Than Your Assets
They’ll inherit stories.
Values.
Life lessons.
Wisdom.
Traditions.
Rituals.
Memories.
A way of seeing the world.
What is
The Ethos Legacy Concept?
A Transformative Infusion for "True Wealth"
The Ethos Legacy Concept is our inspirational idea that takes what we do well beyond the law. It takes our already bespoke legal planning to another level.
The Ethos Legacy Concept is a concept born from a desire to deeply bond families and pass on deeply meaningful intrinsic human wealth for generations. The concept fuses Ethos and Legacy – two meaningful concepts – together in a thoughtful, systematic way.
Ethos is a Greek word meaning “character” that is used to describe guiding beliefs or ideals.
Legacy is the lasting impact, influence, values, assets, and memories that a person leaves behind for future generations.
This infusion of your Ethos into your planning ensures that you will be remembered well and pass on “True Wealth” in a way that transcends financial wealth.
It has a transformative impact on future generations of loved ones and contributes to their well-being.
Be Remembered Well
for Generations
Impact Loved Ones
for Generations
your ethos
Your Guiding Beliefs
values
What are your core values that guide your actions and decisions?
Do you have important philosophies about certain aspects of life?
And how do you want your values to impact and influence your loved ones?
beliefs
aspirations
our
ethos
+
your
ethos
=
"planning
alpha"
Our Ethos describes our guiding beliefs that distinguish us and reflect our core values of respect, integrity, service and excellence.
Our beliefs are deeply rooted in our vision and our philosophy.
We put our beliefs into action through our approach to serving our clients and our efforts to fulfill our mission of providing you and your loved ones with an evergreen platform for protection and prosperity.
A critical part of our ethos is infusing each client’s unique ethos into the DNA of their planning.
We go beyond the law and develop ultra-personalized plans that are engineered to incorporate your guiding beliefs, including your values, hopes, dreams and aspirations.
Your plan helps you achieve your deepest wishes for yourself and your loved ones that go beyond the protection and prosperity that purely legal strategies can provide.
“Planning Alpha” is our term for planning that outperforms.
This is what we call the powerful and transformative result that is produced by fusing our ethos with your ethos in a way that produces ultra-personalized planning.
Your unique plan has its own ethos that is purposefully designed to fulfill your deepest wishes for the well-being of yourself and your loved ones precisely as you wish.
our ethos
Our Ethos describes our guiding beliefs that distinguish us and reflect our core values of respect, integrity, service and excellence. Our beliefs are deeply rooted in our vision and our philosophy.
We put our ethos into action through our approach to serving our clients and our efforts to fulfill our mission of providing you and your loved ones with an evergreen platform for protection and prosperity.
+ your ethos
A critical part of our ethos is infusing each client's unique ethos into the DNA of their planning.
We go beyond the law and develop ultra-personalized plans that are engineered to incorporate your guiding beliefs, including your values, hopes, dreams and aspirations.
We help you achieve your deepest wishes for yourself and your loved ones that go beyond the protection and prosperity that purely legal strategies can provide.
= "planning alpha"
"Planning Alpha" is our term for planning that outperforms.
This is what we call the powerful and transformative result that is produced by fusing our ethos with your ethos in a way that produces ultra-personalized planning.
Your unique plan has its own ethos that is purposefully designed to fulfill your deepest wishes for the well-being of yourself and your loved ones precisely as you intend.
our ethos
Our Guiding Beliefs
character
Our core values of respect, integrity, service, and excellence form the foundation of our character.
That foundation is our chassis for delivering the best.
We live and breathe what we do. It is who we are.
We constantly strive to improve who we are and what we do.
passion
We’re fueled by a passion for excellence that inspires creativity and innovation.
We’re equally balanced with a healthy dose of caution that ensures reliability and legal compliance.
This balance of passion for excellence and caution to ensure reliability produces optimal outcomes.
infusion
The Ethos Concept is infused in our DNA and pervades everything we do.
A core component is to infuse your ethos into the DNA of your planning.
Whether we are helping our clients with saving taxes, estate planning, asset protection planning, business succession planning, or other matters, The Ethos Concept is infused in everything we do.
planning alpha
Planning that Outperforms
Planning Alpha is our term for planning that outperforms. It amplifies your purpose and transcends ordinary planning.
With The Ethos Legacy Concept, we achieve Planning Alpha when we innovatively infuse your Ethos into your planning to produce Legacy Planning that has a transformative impact on generations of loved ones.
For future generations of loved ones, this concept includes protecting inherited assets, preventing financial co-dependency, and transmitting human wealth by curating, preserving, and sharing values, beliefs, aspirations, meaningful stories, life lessons, generosity, traditions, rituals, and more.
financial wealth
accumulation
+
financial wealth
preservation
+
ethos
infusion
Wealth accumulation involves not only making money by earning an income, but also keeping it by minimizing taxes.
Minimizing taxes on business income and investment income are critical keys to growing your wealth.
It is also critical to save for retirement to enjoy your golden years to the fullest.
With many growing threats from predators today, it is critical to protect hard-earned money from creditors and predators.
Our innovative Family Fortress System™ is purpose-built to protect you to the fullest from all angles.
You shouldn’t have to lose your hard-earned money and you won’t with our system to prevent unnecessary losses.
We view money as life fuel.
We believe relationships are central to the human experience and that money fuels our lives by maximizing our Intrinsic Wealth and Relationship Wealth, which includes our well-being and enjoyment.
Your ethos is central to your relationships and should centrally infused into your planning.
financial wealth
accumulation
Wealth accumulation involves not only making money by earning an income, but also keeping it by minimizing taxes.
Minimizing taxes on business income and investment income are critical keys to growing your wealth.
It is also critical to save for retirement to enjoy your golden years to the fullest.
+ financial wealth preservation
With many growing threats from predators today, it is critical to protect your hard-earned money from creditors and predators.
Our innovative Family Fortress System™ is purpose-built to protect you to the fullest from all angles and avoid unnecessary losses.
+ ethos
infusion
We view money as a means to an end.
We believe that relationships are central to the human experience and that money fuels happiness by maximizing relationships, well-being and enjoyment.
Your ethos is central to your relationships and should ideally be centrally infused into your planning.
Is Ethos Right for You?
Explore who we serve and how our planning adapts to the distinct needs of families, business owners, professionals, and people preparing for life’s important transitions.
