Five Star award winner John H. Iannucci, JD, LLM, CEPA

PROFESSIONAL PROFILE

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John H. Iannucci, JD, LLM, CEPA

Founder and CEO

ILG Private Wealth

9990 Coconut Road, Suite 224

Bonita Springs, FL 34135

Office: 888-487-7526

Cell: 412-913-3609

john@ilgpw.com
www.ilgpw.com

Professional Approach

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 clients of ILG Private Wealth. John founded ILG Private Wealth with the belief that successful families deserved access to fiduciary-based, conflict-free financial planning, business planning, and investment advice. John’s expansive experience includes sophisticated estate and retirement planning, exit planning, executive compensation, and advanced benefits planning, asset protection planning, and multi-generational legacy planning.

As a tax attorney, John recognizes the importance of including “Tax Alpha” in a client’s investment, retirement and business strategies. Tax Alpha is the practice of leveraging tax-saving strategies to maximize a client’s after-tax returns.

As a Certified Exit Planning Advisor™, John helps his clients understand that Exit Planning is not limited to selling your company. Exit Planning is a new paradigm in business planning. By focusing on Master Planning and the Value Acceleration Methodologies, a business owner can experience transformational growth over a 3 to 5-year period.

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 LL.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, health, and annuities agent.

See Accomplishments

This award was issued on 02/01/2024 by Five Star Professional (FSP) for the time period 05/15/2023 through 11/30/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 769 Southwest Florida-area wealth managers were considered for the award; 76 (10% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 642,76, 12%, 2/1/23, 6/13/22 - 12/9/22; 2022: 740, 73, 10%, 2/1/22, 6/14/21 - 12/10/21; 2021: 750, 66, 9%, 2/1/21, 6/1/20 - 12/18/20; 2020: 687, 74, 11%, 2/1/20, 5/20/19 - 12/20/19; 2019: 707, 68, 10%, 2/1/19, 5/30/18 - 12/20/18; 2018: 646, 63, 10%, 2/1/18, 6/2/17 - 12/27/17; 2017: 477, 124, 26%, 1/1/17, 4/26/16 - 12/21/16; 2016: 426, 128, 30%, 1/1/16, 7/31/15 - 12/31/15; 2015: 685, 161, 24%, 2/1/15, 7/31/14 - 12/31/14; 2014: 883, 142, 16%, 2/1/14, 7/31/13 - 12/31/13; 2013: 651, 158, 24%, 2/1/13, 7/31/12 - 12/31/12; 2012: 590, 163, 28%, 2/1/12, 7/31/11 - 12/31/11.

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ILG Private Wealth, Inc. is registered as an investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators.

ILG Private Wealth, Inc. is a fee-only wealth management firm. “Fee-only” refers to advisors who receive no other compensation other than the fee clients pay. We do not receive a commission from a brokerage firm, a mutual fund company, an insurance company, or from any source other than our clients.

Life insurance and annuities are provided through ILG Insurance Services, Inc.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.