ILG PRIVATE WEALTH, INC.

Overview

ILG Private Wealth, Inc. is an independent registered investment adviser focused on serving individuals and families. The firm acts as a capital allocator, combining fee-based portfolio management and financial planning with the selection of outside managers when appropriate. Its advisory work spans direct portfolio management for individuals and small businesses, financial planning, and the selection and oversight of third‑party advisers. ILG Private Wealth operates under a flexible fee structure that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Investment activity shows a preference for customized and non-standard holdings: the firm reports its primary asset classification as “Other,” suggesting a tilt toward separately managed accounts, bespoke client solutions, or holdings that do not fit conventional mutual fund/ETF categories. ILG is not an active ESG investor and is affiliated with both law firm and insurance company relationships, which can shape its approach to estate, tax and risk-transfer planning. The firm also makes use of third‑party alternative managers, notably in real estate, and maintains the ability to allocate client capital across mutual funds and external managers when that better serves client objectives.

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Location & Offices