Prior to forming ILG Private Wealth, John’s professional career was focused as the director of the estate, retirement and business planning departments of several law firms in Florida and Pennsylvania. Today, John brings over 35 years’ experience of providing sophisticated legal and financial advice to the high-net-worth and ultra-high-net-worth clients of ILG Private Wealth. He founded the firm with the belief that high-net-worth families deserved access to conflict-free financial planning and investment advice. John’s expansive experience includes sophisticated estate and retirement planning, executive compensation and advanced benefits planning, asset protection planning and multi-generational legacy planning.
As a licensed life and health producer, John is a noted author and lectures on the design and various uses of life insurance and annuities including: premium finance arrangements; corporate-owned life insurance; key man insurance arrangements; non-qualified retirement plan alternatives; captive insurance; private placement insurance; and proprietary multi-generational insurance strategies.
John earned his Juris Doctor from Duquesne University School of Law and went on to earn an L.L.M in Federal Taxation from the University of Florida. John has been an active member of the Pennsylvania Bar Association since 1983 and The Florida Bar since 1984. John currently holds a Series 65 registration and is a licensed life and health insurance agent.