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.
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.
Focused on business exits, estate transitions, and multi-generational wealth preservation.
Trusted Industry Associations
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.
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.
Planning Services
Coordinated Advisory Across Four Key Areas
Each area of planning connects to the others. That's why centralized
coordination matters.
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 Exit Strategy
Strategic planning for business sales, succession, and ownership transitions. Coordinate tax, estate, and family considerations before the transition moment.
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Compliant Tax Reduction
Coordinated tax reduction strategies for estate taxes, capital gains, and income taxes through properly structured planning with legal and tax professionals.
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Estate Planning
Guidance
Helping clients organize estate planning priorities, preserve intended outcomes, and coordinate next steps with estate counsel.
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Strategic Financial Coordination
Central coordination
for financial, legal, and
tax professionals so decisions across your team remain aligned and clearly
understood.
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Our Approach
A Clear Path Forward
Effective planning starts with understanding, not products. Here's how we work
together.
01
Understand
We begin by listening -understanding your current situation, what matters most to you, and what you're trying to accomplish across business, family, and financial decisions.
02
Clarify
Together, we identify and organize your priorities. This is where we help you see the full picture and determine which decisions should come first.
03
Coordinate
We bring your professional team together — attorney, CPA, financial advisor — ensuring everyone is working from the same priorities and toward aligned outcomes.
04
Implement & revisit
We help you put decisions into action and revisit them as circumstances change, keeping your plan current and your team aligned over time.
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
Client Experiences
What Clients Say
Thinking clearly about what
comes after the business
Hear from business owners and families who have experienced the value of
coordinated planning.
“John helped us see how all the pieces of
our business transition fit together. Having
one person coordinate our attorney, CPA,
and financial advisor made the entire
process clearer and less stressful.”
Business Owner
St. Louis Metro Area
“We had been putting off estate planning
for years because it felt overwhelming.
John's approach of starting with our
priorities — not products — made all the difference.”
Family Client
St. Louis, MO
“What sets John apart is his ability to sit at
the center of a complex situation and
ensure everyone on our professional team
is aligned. That coordination saved us significant time and money.”
Business Transition Client
St. Louis Metro Area
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.
Ready to Start a Conversation?
Schedule a complimentary, no-obligation consultation to discuss your situation
and explore whether coordinated planning is right for you.
John C. Gross III
ADVISORY
Helping business owners, families, and individuals
clarify priorities and coordinate professional teams
for estate planning, business transitions, and
financial decisions.
Serving the St. Louis Metro Area
Services
Business Exit Strategy
Compliant Tax Reduction
Estate Planning Guidance
Strategic Financial Coordination
Company
About John
Our Approach
For Business Owners
Insights & Resources
FAQ
Contact