Broker Check

The ILG Difference


With over 100 years of combined professional experience acting as true fiduciaries to our clients, ILG was founded on one core principal: “Act in our client’s best interest at all times… Without exception.”

Across Generations

With most clients, a critical component to an Integrated Multi-Generational Plan is the implementation of Family Governance Meetings. We believe in high-touch service and personal relationships that include multiple generations.


In addition to experience as investment advisors, our professionals have extensive experience as sophisticated attorneys, hedge fund managers, tax advisors, CFOs, CEOs, and COOs of successful closely-held businesses.

Alternative Investments

Many of our families want more than traditional stocks and bonds. Our investment professionals help source and analyze alternative private equity investments that integrate with our traditional investments.

Integrated Planning

By acting as your family CFO, we manage your investments and coordinate the services of your trusted advisors to create, manage and adjust an INTEGRATED FAMILY PLAN.

Employee Benefits

Navigating the myriad of employee benefits can be a daunting task. As the second largest cost associated with family-owned businesses, the planning and strategic coordination of employee benefits is crucial. With deep experience in the design, implementation, funding and coordination of employee benefits, ILG is uniquely qualified to work with your team to ensure the highest level of employee recruitment and retention.

Real Estate and Lending Expertise

The professionals at ILG have extensive experience in real estate development, title clearance, commercial leasing and various types of venture capital finance, lending and bridge financing.

Access and Due Diligence

By leveraging our relationships across multiple investment management platforms, ILG has regular access to investment managers at the highest levels and the benefits of a disciplined ongoing approach of due diligence to insure integrated availability to innovative investment strategies.


Thank you!