Estate, Business & Legacy Planning
Prepare before the
moment matters.
John C. Gross III helps business owners, families, and individuals crystallize priorities, preserve wealth, and coordinate the right advisors before major financial, business, and life decisions are finalized.
Discreet, no-obligation conversation.
In-person or virtual.
Focused on business exits, estate transitions, and multi-
generational wealth preservation.
John C. Gross III, LUTCF | LACP
Founder & Lead Advisor
Serves as the central strategist, helping clients crystallize decisions and coordinate legal, tax, and financial professionals before critical moments occur.
Trusted Industry Associations
Planning Services
Integrated planning for complex lives
John C. Gross III helps individuals, families, and business owners
think through important estate, business, and financial decisions
with greater clarity. Whether planning ahead or working within
a shorter timeline, the focus remains the same: thoughtful
coordination and practical next steps.
Planning Services
Integrated planning for
complex lives
John C. Gross III helps individuals, families, and business owners
think through important estate, business, and financial decisions
with greater clarity. Whether planning ahead or working within
a shorter timeline, the focus remains the same: thoughtful
coordination and practical next steps.
Business transition & exit planning
Helping business owners evaluate financial, tax, and family considerations before a sale, succession, or liquidity event.
Compliant Tax Reduction Strategies
Coordinating with tax and legal professionals to help reduce and mitigate estate taxes, capital gains, and income taxes through properly structured planning.
Estate Planning Guidance
Helping clients organize estate planning priorities, preserve intended outcomes, and coordinate next steps with estate counsel.
Strategic financial coordination
Serving as a central point of coordination so decisions across your professional team remain aligned and clearly understood.
Work is approached in coordination with legal, tax, and other professional advisors where appropriate.
About
A steady advisor in complex decisions
John C. Gross III, LUTCF | LACP works with business owners, families, and high-net-worth individuals to help them crystallize goals, preserve wealth, and navigate complex planning decisions before they become urgent.
Rather than acting as a single-source advisor, John serves as a central strategist, helping coordinate the right attorneys, tax professionals, and specialists based on each client’s unique situation. In select cases, he works alongside trusted strategic partners to provide additional perspective and support in complex planning decisions.
His role is to ensure that planning decisions are not made in isolation, but instead aligned across all areas of a client’s financial and personal life.
Wealth Preservation, Protecting long-term outcomes across business, estate, and financial decisions.
Tax Mitigation, Coordinating compliant strategies to reduce and manage tax exposure.
Estate & Transition Planning, Helping structure decisions before ownership, liquidity, or life transitions occur.
Leadership & Coordination, Acting as the center of the planning process by bringing together the right professionals into one unified strategy.
PROFESSIONAL AFFILIATIONS:
Planning Approach
An orderly, conversation-
led process
The goal is to slow the pace, organize the facts, and give you space to make considered decisions—before you commit to documents or transactions that are difficult to unwind.
1. Understand
We begin with quiet, in-depth conversations to understand your family, your business, and the commitments already in motion.
Together we define what success looks like—for you, your spouse or partner, your children, and key people in the business.
3. Coordinate
John serves as the central strategist, helping crystallize priorities, identify gaps, and coordinate the right advisors into a unified planning approach.
4. Implement & revisit
Once decisions are made, we help keep the plan current—updating as families grow, businesses evolve, and laws or objectives change.
For Business Owners
Thinking clearly about what comes after the business
Thinking clearly about what
comes after the business
The transition of a closely held business is rarely only a financial event. It can affect family dynamics, leadership continuity, long-term income, and the way personal goals are carried forward.
John C. Gross III works with business owners before major decisions are finalized to help clarify priorities, evaluate options, and coordinate with the appropriate legal, tax, and financial professionals.
Are you approaching a transition, or already in one?
Whether the timing feels distant or more immediate, a conversation can help clarify what deserves attention now and what decisions should not be rushed.
Discreet, no-obligation conversation. In person or virtual.
Exploring sale, succession, or partial-liquidity paths
Coordinating ownership, estate, and planning considerations
Clarifying family roles, expectations, and communication
Aligning future proceeds with long-term personal priorities
Begin the Conversation
A confidential conversation to understand your situation
A confidential conversation to
understand your situation
Whether you are in the early stages of planning or facing more immediate decisions, an initial conversation can help crystallize where attention is needed and what steps may be appropriate next.
30–60 minute conversation, virtual or in-person where practical
No obligation to engage beyond the initial meeting
Appropriate for individuals, families, and business owners
After our discussion, you will receive a concise summary of the areas where coordinated planning could be most helpful.
Thinking through a transition?
If you are considering a business sale, succession path, estate planning matter, or other significant decision, an initial conversation can help clarify what deserves attention now.
Your information is kept strictly confidential and is used only for the purpose of scheduling your consultation.
John C. Gross III Advisory
Estate planning guidance, business transition planning, and strategic financial coordination for individuals, families, and business owners.
This website is for informational purposes only and does not constitute legal, tax, or investment advice. Clients should consult with their own legal and tax advisors before making any decisions.
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