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Jonathan S. Grossman

Trust Officer, J.D., L.L.M., CTFA®
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.
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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.

Additional Thoughts

Power of attorney vs. trust: Which strategy is right for you?
Jonathan S. Grossman Wealth Management
Article June 27, 2017 6 min read
Consumer inflation eases in December
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Blog January 11, 2019 1 min read
Estate tax claims: Are you relying on faulty tax authority?
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Article January 9, 2019 4 min read
The nine steps to take to make 2019 your best financial year ever
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Article January 7, 2019 1 min read