
At Ethos, we believe true planning extends well beyond document preparation.
We integrate tax strategy, asset protection, business planning, and legacy planning into a unified, coordinated system designed to help families and business owners build, protect, and transfer wealth more efficiently, more effectively, and more personally.


An irrevocable trust that is generally designed to gift assets into for the benefit of loved ones such as children and grandchildren.

An Incomplete Gift Non-Grantor Trust designed to be used for asset protection without causing a taxable gift which would subject the gift to gift taxes.

Partner Stacked Entities is a specialized structure for business owners that is designed to minimize self-employment taxes and minimize income taxes. This structure is specifically designed for a business owner who actively participates in the business and who has passive equity partners who do not actively participate in the business.

The Passive Manager LLC is a specialized structure for business owners that is intentionally engineered to minimize self-employment taxes and minimize income taxes. This structure is specifically for a business owner who actively manages the business and who also has significant other passive equity partners in the business.
