Skip to Content
Headshot of Jonathan Grossman

Jonathan S. Grossman

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


Jonathan is a senior trust advisor with Plante Moran Trust. He is known for his client focus and creative approach to finding solutions. For over five years, he has specialized in trust administration and estate planning.

Jonathan specializes in providing focused support in irrevocable trusts, foundations, and irrevocable life insurance trusts. He holds a BS in business from Indiana University, and also his JD and L.L.M. in tax law from the University of Missouri in Kansas City.

Specializes In

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
Retail sales up 0.3% in April, matching expectations
Jim Baird Wealth Management
Blog May 15, 2018 1 min read
Market Perspectives
Jim Baird Wealth Management
Article May 14, 2018 1 min read
Consumer sentiment holds steady in May
Jim Baird Wealth Management
Blog May 11, 2018 1 min read