SERVICES - ILG Private Wealth

Our Services

What We Do

At ILG Private Wealth, we promise engaged interactions with our team of financial confidants. We specialize in translating complex concepts into layman’s terms and creating strategies customized to meet your unique needs. Unlike many financial advisory firms, you’ll never find apathetic service or commission-led recommendations driven by commissions or confusing fees and expenses that find their way back into your broker’s pocket at ILG Private Wealth.

Our journey together starts with a series of “Right Fit” meetings. Over the course of two complimentary, no-obligation meetings, we get to know you and your priorities. Regardless of how much savings or assets you have, by the end of our second meeting, we will come to a mutual decision of whether we’re the “Right Fit” to help you reach your goals.

We provide physicians, professional athletes, successful business owners, families and single women with strategies integrated to implement our proprietary Castle-and-Moat comprehensive asset protection plan.

Some of these strategies include:

Retirement Planning
Asset Protection
Investment Management
Estate & Legacy Planning
Tax Strategies
Business Solutions
Charitable Giving

Retirement Planning

Too many people assume their current comfortable lifestyle automatically guarantees an equivalent lifestyle when they retire. Unfortunately, for myriad reasons, that assumption rarely plays out.

Through decades of experience, we have learned that as we live longer, our increased life expectancy is actually a “risk multiplier.” The longer you live, the more likely you’ll run out of money, whether it’s due to a market crash, a change to our tax system or the eventual need for pricey long-term care.

This often-overlooked risk multiplier is what makes proactive retirement planning so essential. The sooner we begin strategizing your future retirement needs, the more likely your retirement years will be golden.

Asset Protection

The ILG Castle-and-Moat system is our proprietary asset protection strategy to help our clients relentlessly “protect the people they love and the assets and investments they’ve worked so hard to accumulate.”

It’s an integrated set of comprehensive strategies designed to defeat the “wealth predators” circling successful families for the sole purpose of taking and redistributing their accumulated wealth.

Investment Management

The basic principles of investing are simple: buy low and sell high. But when you go it alone, that’s easier said than done. Without professional help, it’s hard to predict which way the markets are headed, and even harder to leave emotions out of your investment strategy.

We don’t just help “guard” your wealth. We build fully custom investment plans tailored to your unique risk tolerances, time horizons and goals. By proactively managing and diversifying, our goal is to mitigate losses, so you don’t have to live in fear of economic storms or outliving your money.

Estate & Legacy Planning

Experience matters when crafting an estate plan that addresses all aspects of your personal and financial life.

As a tax attorney with more than 40 years of experience in private practice, John Iannucci and his team have designed hundreds of sophisticated estate plans for successful individuals and families. In coordination with your legal advisors, the team at ILG Private Wealth can help develop a comprehensive plan that addresses your desire to efficiently transfer your wealth, protect your loved ones, and benefit the causes you care deeply about.

Just as importantly, after you’re deceased, a properly designed and managed estate plan can help protect your legacy from a multitude of external threats, including creditors, divorcing spouses, and even your heirs.

Tax Strategies

There is a difference between working with a seasoned tax attorney and a stockbroker or financial advisor who has simply attended a few tax planning seminars.

Your family, like all families, has complex financial needs, and you owe it to yourself to work with an experienced tax specialist who can help you develop a sophisticated tax management strategy specific to your needs.

The ILG Private Wealth team incorporates an overarching tax management strategy designed to mitigate unnecessary taxes. Your individual strategy may include:

Tax loss harvesting
Marginal tax bracket planning
“Tax alpha” investment strategies
Optimized charitable giving
1031 exchanges
Multi-bucket retirement income strategies
Spousal limited access trusts
• Charitable annuities

Business Solutions

Business owners and entrepreneurs face a unique set of challenges every day. We’re help to help in every stage of your company’s growth.

If you’re at the formulation stage, we’ll guide you as you decide what type of entity to use. As your business grows, we can help with deferred-compensation plans for employee retention and various business funding and financial arrangements. Eventually, when it’s time to sell, clients can leverage our extensive experience to make the most of transitioning your company to a new owner.

Successful entrepreneurs need more than just a business plan. You need a comprehensive asset protection strategy encompassing both your personal and business lives.

Charitable Giving

Philanthropy can be a tremendous gift in and of itself. However, an optimized charitable giving strategy can also be a huge benefit to you and your future heirs.

An optimized charitable giving strategy can direct funds otherwise payable to the IRS to a charity of your choice. By implementing a strategically designed plan during your lifetime, you can enjoy current tax benefits while potentially passing on more assets to your heirs. A true win-win proposition.

We can also help you build philanthropy with the potential to outlast your lifetime. By leveraging, for instance, a donor-advised fund (DAF) or a family foundation, your donations can be used to establish an ongoing charitable gift that persists years after your passing.

ARE YOU READY TO BUILD A FUTURE YOU CAN TRUST?