Cookie Notice: This site uses cookies to provide you with a more responsive and personalized service. By using this site you agree to our use of cookies. Please read our Cookie Notice for more information on the cookies we use.

Skip to Content
Headshot of Jonathan Grossman

Jonathan S. Grossman

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


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

Specializes In

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…

Power of attorney vs. trust: Which strategy is right for you?
Jonathan S. Grossman Wealth Management
Article May 21, 2019 6 min read
Could easy financial conditions help to moderate an economic slowdown?
Jim Baird Wealth Management
Blog July 9, 2019 1 min read
Would a rate cut foreshadow poor performance in the stock market?
Jim Baird Wealth Management
Blog July 9, 2019 1 min read
Weekly jobless claims decline moderately
Jim Baird Wealth Management
Blog July 3, 2019 1 min read