ABOUT THE COMPANY - ILG Private Wealth

About the Company

Meet Your Family’s New CFO

At our core, we are a “family office”. Most people are confused by the term “family office”. A family office in financial services is essentially a private, highly customized wealth management firm that exists to serve a group of select clients.

Instead of just managing investments, a true family office acts as the family’s financial command center, integrating all aspects of their wealth—financial, legal, and even personal—under one coordinated structure.

Here’s what that means in practical terms:

Core Purpose

Preserve, grow, and transfer wealth across generations
Maintain continuity and control over complex financial affairs
Provide a single point of coordination for all professional advisors (investment, tax, legal, insurance, philanthropy, etc.)

While ILG Private Wealth happily serves individuals, our specialty is multigenerational financial management. Our clients rely on us as their “Family CFO” to carry out our fiduciary duties through a coordinated and integrative approach.

Wealth management is just one part of the holistic financial planning we provide. We coordinate the services of our clients’ preferred professionals and can supplement their services with our own vetted specialists as needed. We believe wealth is about more than money, so we facilitate educational retreats, family governance documents and communication between both spouses and children to promote a unified front, ensuring your capital is preserved for generations to come.

We believe in a mutual vetting process with our clients. Our Right Fit meetings allow us to understand your goals and dreams, and how we can help you achieve them. If your goal is to simply chase returns, without an understanding of the risk you’re assuming, we may not be the right advisor for you. But if you’ve concluded the big-name firms can’t offer everything you deserve – from tax management to estate planning and asset protection to succession strategies – then we could be the all-encompassing financial partner you’re looking for.

Our compensation model is fee-only, and we charge no hidden fees. Our typical fee is 1% of the assets we manage. Drawing on over 40 years of expertise, we are dedicated to helping our clients diversify and elevate their financial future. We are devoted fiduciaries who take our responsibilities personally. We are fiercely independent and will not follow easy, ineffective tactics. Instead, we build walls and moats around the people you love and the wealth you’ve worked so hard to accumulate.

At ILG Private Wealth, our solutions are as unique as you are, and we are ready to help you unlock the power of your wealth.

ARE YOU READY TO BUILD A FUTURE YOU CAN TRUST?