About John C. Gross III
A central strategist for complex planning decisions
Coordinating estate planning, business transitions, and financial decisions across your professional team — so nothing is decided in isolation.
John C. Gross III, LUTCF | LACP
Founder & Lead Advisor
John works with business owners, families, and high-net-worth individuals navigating complex planning decisions. His role is not to replace existing advisors, but to serve as the central strategist who ensures all professionals are aligned.
With decades of experience in estate planning coordination, business transition strategy, and tax reduction planning, John brings a structured approach to situations that often feel overwhelming or fragmented.
His process begins with understanding — listening to what matters most before recommending any course of action. This conversation-first approach helps clients see the full picture before committing to decisions that are difficult to reverse.
Credentials & Designations
LUTCF — Life Underwriter Training Council Fellow
LACP — Life and Annuity Certified Professional
Member, Estate Planning Council of St. Louis
Member, Society of Financial Service Professionals (FSP)
Member, NAIFA Missouri
The Role
Your central point of
coordination
Most planning failures don't happen because of a single bad decision. They happen because decisions are made in silos — your attorney working separately from your CPA, your financial advisor unaware of estate changes, your business succession plan disconnected from personal goals.
John sits at the center of your professional team, ensuring every advisor is working from the same set of priorities and toward aligned outcomes.
Business Owner
Family
Attorney
CPA / Tax Professional
CENTRAL
STRATEGIST
John C. Gross
II
Financial Advisor
Additional Perspective When It Matters
Stronger decisions need broader perspective.
In certain situations, important decisions benefit from more than one perspective especially when business, financial, and transition considerations intersect.
Kevin Patel brings an owner’s perspective shaped by real-world experience inside a family business, where he has been directly involved in acquisitions, capital strategy, and operational growth.
After earning a degree in Finance from Purdue University, he began his career at HSBC within Global Banking & Markets, gaining exposure to M&A advisory across multiple industries.
He works alongside John in select client situations to help evaluate decisions, clarify options, and ensure that important transitions are approached with both strategic and practical insight.
Why this matters
When ownership, financial structure, and long-term transition planning overlap, added perspective can help clients think more clearly before important decisions are finalized.
Trusted Professional Affiliations
Professional affiliations and credentials that reflect John’s longstanding involvement in planning, financial services, and coordinated advisory work.
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
Company
About John
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For Business Owners
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