Institutional Validation

As a founding member of [n]dowed, Jonathon brings visionary legal architecture to the Endowment Accelerator platform. A renowned innovator and technician in his space, Jonathon’s thought leadership and knack for developing novel, cutting-edge solutions has resulted in multiple advances in the field of advanced tax and estate planning.

In addition to publishing multiple peer-reviewed articles featured on the cover of the national Estate Planning Journal (the top legal journal in the field), Jonathon has been featured in Forbes, Fortune, Bloomberg, and Barron’s.

For nearly 20 years, Jonathon has practiced with top tax and estate planning law firms on the West Coast (most notably, the personal tax planning group associated with Wilson Sonsini, the “go-to” law firm in Silicon Valley which led IPOs for Apple, Google, Amazon, Tesla, and hundreds of other top tech companies).

Jonathon estimates that he has been directly involved in more than 1,000 major advanced estate planning transactions.

A founding member of [n]dowed, Christopher is the strategic and operational force behind the Endowment Accelerator’s growth. He grew up in Phoenix and earned his undergraduate degree from Arizona State University, then completed a master’s degree in Epidemiology at Tulane University and an MBA in finance at Johns Hopkins University.

As a Senior Wealth Strategist at Frazer, Ryan, Goldberg & Arnold, Chris specializes in the Optimized CLAT (OCLAT), a charitable trust strategy that maximizes the tax and economic benefits of philanthropy. His work has facilitated millions in charitable donations and bolstered family wealth across the country.

Chris’s commitment to service extends beyond his professional life. He has served on the Board of Directors/Advisors for the Make-A-Wish Foundation, Phoenix Children’s Hospital, the Los Angeles Estate Planning Council, and as a consultant for President Carter’s efforts to eradicate neglected tropical diseases worldwide.

A founding member of [n]dowed, Tom brings rigorous appellate litigation experience and deep tax law expertise to the team. Tom argues cases for veterans at the VA, the Veterans Court, and the Federal Circuit. He has won precedents at both courts that have helped hundreds of veterans win their claims before all three tribunals. He has also supervised students at the University of Arizona’s Veterans Law Clinic where he started a scholarship to help veterans get representation.

Earlier, Tom clerked at the United States Senate Finance Committee, externed at the Arizona Court of Appeals, and associated at a large law firm. He graduated with an economics and a law degree from Arizona State and a master’s degree from Georgetown Law.

Tom, his wife, and twin girls live near Annapolis where he likes to hike, boat, and golf.