Skip to Content
Headshot of Jonathan Grossman

Jonathan S. Grossman

Senior Manager, J.D., L.L.M., CTFA®, Senior Trust Officer
Chicago Wealth Management

Experience

I work with high net worth individuals and their families to provide professional fiduciary guidance that eases the family’s burden of administering their wealth. As a trust officer, I get the incredible opportunity to work with various generations, from parents on through grandchildren and great-grandchildren. My expertise includes trust administration, estate planning, and tax and investment planning services.

View More of Jonathan's Experience

To me, there is no greater television show than Seinfeld. I have seen each episode more than I care to admit.  “The Opposite” is my favorite episode because, for once, everything goes right for George.

You might also like…

Overwhelmed by trustee duties? An agent for trustee can help
Jonathan S. Grossman Wealth Management
Article September 2, 2021 3 min read
Does a SLAT offer the safety valve your estate plan needs?
Katie Edwards Wealth Management
Article May 10, 2021 5 min read
Accidental trustee? Options for support and guidance
Jonathan S. Grossman Wealth Management
Article December 4, 2020 5 min read
Power of attorney vs. trust: Which strategy is right for you?
Jonathan S. Grossman Wealth Management
Article May 21, 2019 6 min read