core values, vision & mission

who we are

modern boutique law firm

Specializing in Holistic Planning

We are a boutique law firm that specializes in planning utilizing a modern approach that is uniquely client-centered and heart-centered.

We employ a comprehensive, holistic approach to planning that encompasses all types of planning, including tax planning, estate planning, asset protection planning, succession planning, medicaid planning, legacy planning and more.

why ethos?

R.I.S.E.

  • Respect

    We respect all people

  • Integrity

    We act with integrity

  • Service

    We are dedicated to our clients

  • Excellence

    We strive for excellence

about ethos

Passion for Innovation & Excellence

We are different. Everything we do is designed to optimize and maximize results for you in every way possible using a comprehensive, systematic process to ideate, develop, refine, curate, design and implement the most innovative and effective strategies on the planet.

Experience & Expertise

Our decades of experience, deep expertise in many subject matters and worldwide collaborative network with other experts provide you with maximum benefits and optimum results that achieve extraordinary outcomes for your precise needs and objectives.

Passion & Effort

We are driven by a passion for innovative, creative and holistically optimized planning that is embedded in our DNA. We put extraordinary effort into designing and delivering holistic planning that is purposely and precisely designed for each client’s unique needs and objectives.

Thoughtful & Precise

We help our clients thrive with extraordinary outcomes from our keen intuition for thoughtful and creative planning coupled with scalpel-like precision.

Innovative & Creative

We utilize the most innovative, state-of-the-art strategies in intelligent and creative ways that achieve the best results possible for you.

Holistic & Thorough

Viewing our clients needs through a broad 360 degree lens, we design bespoke strategies and 360° Prosperity Plans that thoroughly cover all of the bases and deliver extraordinary results.

Nimble & Efficient

Our lean, tech-enabled and collaborative infrastructure delivers extraordinary results without being bogged down in internal bureaucratic red tape, a cumbersome staff of less-experienced attorneys, and typical law firm overhead burdens. We run nimble and efficiently.

Experience
&
Expertise

Passion
&
Effort

Thoughtful
&
Precise

Innovative
&
Creative

Holistic
&
Thorough

Nimble
&
Efficient

our vision, philosophy & mission

The Ethos Vision
The Ethos Vision is for all of the beloved families that we serve to have 360° Prosperity Planning | For Life & Loved Ones™ that saves them taxes, protects them and their assets, preserves their cherished values, memories and stories and leaves a powerfully impactful legacy that helps their future generations of loved ones flourish.
The Ethos Philosophy
We listen intently to every client to uncover their fears, hopes, dreams and aspirations. Our attentive listening informs our crafting an ultra-personalized plan that accomplishes all of their uniquely personal objectives.
The Ethos Mission
We're on a mission to serve 100,000 people and their families accomplish the 3 P's of planning - peace, protection and prosperity - by protecting what matters most and flourishing with the utmost joy and prosperity for generations.
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“At Ethos Law, when we painstakingly design your optimized 360° Prosperity Plan™ you will have peace of mind knowing that you're poised for prosperity and that you'll be remembered well with a legacy of love.”

Teddy Skokos, Founder & Tax Attorney

our approach to serving you

empathy & collaboration

  • This is not our plan, it’s YOUR PLAN. Our approach to planning is being our clients' partner in discovering the value of planning strategies and implementing a plan that precisely fits their goals and dreams.
  • Our team prioritizes truthful intention, attentive listening, and thoughtful questioning to advocate for the futures of our clients and their loved ones.

integrity & commitment

  • Our clients know their financial investment before we begin any legal work on their behalf.
  • We will always do what we say we will do when we say we will do it.
  • We are committed to actively reviewing and maintaining our clients’ plans, just like the periodic preventative maintenance done on cars.

skill & innovation

  • Our team of 360° Prosperity Planners™ use an appropriate mix of the industry's latest state-of-the-art techniques, innovative proprietary strategies, and bespoke products to make the most powerful impact on our clients’ futures.
  • When helpful, we partner with our clients’ trusted advisors, including CPAs, financial advisors, and insurance agents to ensure that their plan is a fully-integrated, end-to-end solution with all advisors being fully informed and engaged in coordinating the planning.

protection & preservation

  • We protect our clients’ legacies by providing a truthful solution that addresses our clients’ current fears and hopes for a better and brighter future.
  • We preserve our clients’ financial and non-financial wealth by ensuring their guiding values, wisdom, traditions and meaningful stories are preserved and passed on to the next generation.

right clients, right time

Our clients come in all shapes, sizes, colors, nationalities, family types, net worths, occupations, etc.

So what determines the RIGHT client?

The RIGHT client is the person who is ready to start their journey to develop their own ultra-personalized 360° Prosperity Plan™ in order to minimize taxes, accelerate retirement savings, protect assets, get government benefits, or leave a legacy of love and/or money for their loved ones…or all of the above!

Next: Discover What We Do

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