Ennio Longo & team
Family is often the reason we work—especially once we’ve covered our basic necessities and ensured that we can maintain our lifestyle. After that point, our focus naturally shifts to providing for the people we love and creating a legacy that supports them.
An economist was once asked whether we should impose a 100% tax on all inheritance to prevent wealth from being passed down. His response was simple: If people cannot provide for their families, they will stop working. He understood what many overlook—the desire to provide, to build something meaningful, and to leave behind a legacy is a major motivator for human effort. This is often referred to as intergenerational wealth or the wealth transfer.
Many people believe that simply having a will solves these concerns. But a will alone addresses only a small part of what’s needed—perhaps 1% of the full picture. A generative family approach requires a broader understanding.
You cannot pass assets to the next generation without knowing how much the government will take. You cannot pass assets without understanding the risks tied to them. Beyond taxes, there are external risks—such as people marrying into the family and potentially taking part of what you’ve built. And then there are internal risks: Are your beneficiaries prepared to receive wealth? Do they know how to manage it, grow it, and eventually pass it on? Is there alignment...
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 18 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
I have known and worked with Ennio as my advisor for over a decade and he continues to build trust and bring value to every exchange we have. He is always available and up to date with the latest and most relevant information in the space. If you are considering a financial advisor, I highly recommend meeting with with Ennio.
- T.K.
My husband and I have been very satisfied clients for over a decade now. Ennio has been a trusted advisor, supporting our needs as we have evolved our investment strategy to meet our ongoing family needs and goals. He is very supportive, consultative, knowledgeable, trustworthy, transparent, and considers our needs as he guides our plans forward. We have been very happy with his help and guidance and have seen the gains that our portfolio is set up for. He is proactive as well as very responsive. He is always available to answer questions and provides the right level of guidance for our needs. Sometimes we need more and sometimes we need less. He's been fantastic in helping us plan for the future and execute on our investment needs and overall financial goals. We very highly recommend him as a financial advisor that delivers on the fiduciary promise.
- M.Z.
Ennio has been very helpful and informative as our financial advisor. We have trusted him with our investments and has guided us over the years through all the ups and downs in the market. He is very responsive to all our questions and concerns and explains things to us in a way we understand. He is not like other advisors I have dealt with in the past where once they have my money, I don't hear from them again. He is continually working with us and following up with us to ensure our ultimate goal of early retirement is attainable. We highly recommend him!
- R.R.
My husband and I have been working with Ennio for over 15 years. Ennio has been great to work with and has taught us many things about personal financial planning and how to think about our personal financial goals from a holistic perspective. My biggest takeaway from working with him has been that there are various aspects of a personal financial plan and each of those aspects should be considered as it stands on its own as much as thinking about how each integrates with the other aspects of your plan. And no two plans will never be alike as everyone’s personal and financial goals are unique to the individual.
- D.S.M.