Ethan protects client legacies for future generations.
With a background in accounting, Ethan always knew he wanted to work with tax matters—but in a way that went beyond just the numbers. He pursued a career in tax law for a better understanding of tax matters, and he chose to focus his practice on private wealth so that he could work directly with individuals.
Ethan develops tax-advantaged generational wealth transfer and business succession plans and drafts estate planning documents and instruments. He also assists trustees and family offices with trust and business administration, and he aims to provide truly personalized service.
Many of the clients Ethan works with own family companies, and their central estate planning concern is to ensure that their business can be successfully passed to the next generation. Ethan finds great satisfaction in helping preserve these businesses as family legacies, avoiding the risk that tax concerns will force heirs to sell. He also aims to develop an in-depth knowledge of each company and how it operates, and clients trust him to understand not only the law, but also their unique business needs.