Tax Strategies


There Is No Substitute for Experience When It Comes to Comprehensive Tax Management

There is a difference between working with a financial professional with 40 years of experience as a seasoned tax attorney vs. a stockbroker or financial advisor who has attended a few tax planning seminars.

As a highly successful family with complex financial needs, 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.

When you hire the ILG Private Wealth team, your comprehensive Castle and Moat Wealth Strategy™ will incorporate an overarching tax management strategy designed to mitigate unnecessary taxes. Your individual strategy may include utilizing:

  • Tax loss harvesting
  • Marginal tax bracket planning
  • “Tax alpha” investment strategies
  • Tax-advantaged investments
  • Multi-bucket retirement income strategies
  • 1031 exchanges
  • Sophisticated insurance planning
  • Spousal limited access trusts
  • Charitable lead and remainder trusts
  • Charitable annuities
  • And many 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.