Jonathan is a seasoned legal strategist and Co-founder of Bespoke Group, where he advises a global clientele of affluent individuals and families, including entrepreneurs, athletes, and crypto leaders, with a focus on asset protection and tax efficiency.

With deep expertise in complex, concentrated, and unconventional assets, Jonathan designs legacy structures that promote privacy, strong governance, and multigenerational wealth preservation. A former Adjunct Professor of Estate Planning at Chapman University and chair of STEP-Orange County, he is also a published author, speaker, and member of the California Bar and WealthCounsel.