About Us


Real-World Asset Protection

We understand that highly successful individuals and families require something more than regular wealth management services.

Drawing on over 40 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 40 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

Success Should Be a Reward; Not a Penalty

We stand ready to help you unlock the power of your wealth and put it on track for dynamic growth. Our solutions are as unique as you are.