ILG Private Wealth, Inc.

ILG Private Wealth provides advisory services to individuals, high‑net‑worth clients, and pension or profit‑sharing plans, offering portfolio management (via third‑party investment managers), financial planning, IRA rollover advice, and pension consulting. The firm directs client assets to selected managers and delivers written financial plans on request.

ILG relies on a dedicated due‑diligence team to evaluate and monitor third‑party managers, reviewing a broad universe of managers (the brochure references considering over 850 managers) through a documented six‑step process that includes office visits and ongoing quarterly and annual reviews. Investment advice is implemented primarily through those Managers and is generally limited to mutual funds, ETFs, equities, fixed income, real estate funds/REITs and TIPS, with ILG monitoring manager performance and placing managers on a watch list or removing them if concerns arise.

The brochure discloses that certain representatives are licensed insurance agents with various life insurance companies, and notes the potential for commissions from insurance sales and related fiduciary considerations, which may be an uncommon additional business activity for firms of this type. ILG also emphasizes its structured manager‑selection process and ongoing oversight — including on‑site visits and watch‑list procedures — a level of delegated manager due diligence that prospective clients may want to compare with other supported firms.