our values
R.I.S.E.
We respect everyone.
We always act with integrity.
We are dedicated to giving you impeccable service.
We always strive for excellence in everything we do.
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.
“At Ethos Legacy Group, we painstakingly design your holistic, optimized 360° Protection Plan™ so that you have peace of mind knowing that you're protected on all fronts, you're poised for prosperity, you're family is planned for family harmony, and you'll be remembered well for generations.”
our vision, philosophy & mission
our approach to serving you
Give You Exactly What You Need, When You Need It
empathy & collaboration
- This is not our plan, it’s YOUR PLAN. Our approach to planning is being your partner in discovering the value of planning strategies and implementing a plan that precisely fits your goals and dreams.
- Our team prioritizes truthful intention, attentive listening, and thoughtful questioning to advocate for the futures of our clients and their loved ones.
integrity & commitment
- You will have complete transperency and know your financial investment before we begin any legal work on their behalf.
- We will always do what we say we will do when we say we will do it.
- We are committed to periodically review and actively maintain your plan, just like periodic preventative car maintenance.
skill & innovation
- Our team of 360° Protection Planners™ use an appropriate mix of the industry's latest state-of-the-art techniques, innovative proprietary strategies, and bespoke products to make the most powerful impact on our clients’ futures.
- When helpful, we partner with trusted advisors of our clients, including CPAs, financial advisors, and insurance agents to ensure that their plan is a fully-integrated, end-to-end solution with all advisors being fully informed and engaged in coordinating the planning.
protection & preservation
- We protect our clients’ legacies by providing a truthful solution that addresses fears of our clients and addresses hopes and aspirations for a better and brighter future.
- We help clients preserve financial wealth as well as non-financial wealth by ensuring that their guiding values, wisdom, traditions and meaningful stories are preserved and passed onto the next generation.
why ethos?
The Ethos Edge
We are different.
Everything we do is designed to optimize and maximize results for you in every way possible using a comprehensive, systematic process to ideate, research, develop, design and deploy the most innovative and effective strategies on the planet.
We love what we do and are driven by the continuous pursuit of excellence to advance your best interests—striving at all times to innovate and refine our service platform.
After many years of working with families and their advisors, we better understand what forms enduring relationships that matter.
Our core values of respect, integrity, service and excellence have crystalized over many years and guide us in providing ultra-personalized bespoke planning.
Experience & Expertise
Our decades of experience, deep expertise in many subject matters and worldwide collaborative network with other experts provide you with maximum benefits and optimum results that achieve extraordinary outcomes for your precise needs and objectives.
Passion & Effort
We are driven by a passion embedded in our DNA for innovation, creativity and holistically optimized planning. We put extraordinary effort into designing and delivering holistic planning that is precisely engineered for each client’s unique needs and objectives.
Thoughtful & Precise
We help our clients prosper with extraordinary outcomes from our keen intuition for thoughtful and creative planning coupled with scalpel-like precision and careful attention to detail.
Innovative & Creative
We utilize the most innovative, state-of-the-art strategies in intelligent and creative ways that achieve the best results possible for you and your loved ones.
Holistic & Thorough
Viewing our clients through a broad 360 degree lens, we deliver bespoke strategies and 360° Protection Planning >> & Prosperity For Life & Loved Ones™ that thoroughly protects you from all angles and delivers extraordinary outcomes.
Nimble & Efficient
Our lean, tech-enabled infrastructure delivers very efficicent results. We have no internal bureaucracy roadblocks, no cumbersome staff, no inexperienced staff, and no large overhead burdens typical of law firms. We run nimbly and efficiently.
Experience
&
Expertise
Passion
&
Effort
Thoughtful
&
Precise
Innovative
&
Creative
Holistic
&
Thorough
Nimble
&
Efficient
right clients, right time
Vision & Willingness
Our clients come in all shapes, sizes, colors, nationalities, family types, net worths, occupations, etc.
So what determines the RIGHT client? You’re the RIGHT client if you have a vision for your future and your family, including your children and grandchildren, and you’re willing to start your journey to peace, protection and prosperity.
Are you ready to start your journey to be remembered well for generations?