Ethan Graves

Strategic estate planning and wealth preservation

Ethan Graves advises high-net-worth individuals and families, family offices and businesses on estate planning, wealth preservation and the transfer of wealth across generations. His background in accounting provides a strong foundation for his practice and an additional perspective when evaluating the tax and financial considerations involved in estate planning.

His experience includes:

• Estate and tax planning tailored to clients’ personal, financial and legacy objectives.
• Wealth preservation through thoughtful planning that considers both tax and non-tax objectives.
• Business succession planning for owners of closely held and family businesses.
• Charitable giving as part of clients’ broader estate, tax and philanthropic planning.
• Trust and estate administration by assisting with the legal and practical issues involved in carrying out an estate plan.

Ethan works with clients to understand their personal and financial circumstances and helps develop thoughtful planning strategies tailored to their objectives.