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’ experience in private practice, John and his teams 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 estate plan can help ensure—not just how your assets are distributed but—that your family’s values and traditions are incorporated into a muti-generational legacy plan.

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.