Real-World Asset Protection
We understand that highly successful individuals and families require something more than regular wealth management services.
Drawing on over 35 years of expertise as a tax attorney, we’re dedicated to helping our clients diversify and elevate their financial future – enabling them to pursue success in ways they never thought possible!
ILG does what we do because
- Partnering with highly successful individuals and families in the growth/guardianship/perpetuation of their wealth is our passion.
- We are devoted fiduciaries who take our duties/responsibilities personally.
- Cookie-cutter solutions underwhelm, eventually. That’s part of why we’re fiercely independent.
Our specialties include
- Tax Avoidance and Mitigation Strategies
- Strategically-Aligned Asset Management
- Estate & Legacy Planning
- Business Growth and Wealth Transition Strategies
- Optimized Philanthropic Planning
Our history, to date, includes
- Over 37 years of “Real-World Experience” designing and managing business, retirement, and estate plans for successful families.
- Personally designed, or managed the design of, over 500 sophisticated estate plans.
- Managed and effectuated over 100 successful business growth and transition plans.
- Much more