Member Testimonials

Member Testimonials

  • Real Estate Investor
    New York, NY

    TIGER 21 has given me access to people and perspectives I would never find on my own, helped me better understand the complexities of managing wealth, and kept me out of financial trouble. I find our confidential discussions about personal issues and money to be the most valuable and rewarding part of my TIGER 21 experience.

  • Investment Manager
    Los Angeles, CA

    My TIGER 21 membership has given me an opportunity to tap a broad network of experts in a variety of fields and glean investment insights in their particular areas of expertise. In addition, the Group serves as a board of advisors, critiquing my ideas and lending their vast experience to my business and life plans. The collective wisdom of successful peers in the unique confidential setting of TIGER 21 meetings has enabled me to learn from the mistakes others have made and use their successes as a model. In addition, I have tremendously enjoyed the camaraderie and the thoughtful, stimulating discussions. TIGER 21 is a first class organization and its Members form a nonpareil network of business oriented entrepreneurs.

  • Investment Manager
    San Diego, CA

    The $30,000 a year fee is real to me. So, I try to make sure I get at least that investment back by being part of the group. I attend every meeting and try to learn every time. For me, I want to learn from financially successful guys. I want to know what makes them tick, how they analyze opportunities, what they look for and what they avoid, and what constitutes the foundation of their financial successes.

  • Former Chairman of Major Accounting Firm
    New York, NY

    The essence of TIGER 21 is that it is a great group of people, who because of their varied backgrounds, are able to shed light on my investment outlook with different perspectives. My key learning from TIGER 21 is that there are basic philosophies that need to be applied on a macro basis before one tries to make money on a micro basis. The common bond and trust at TIGER 21 allows Members to deliver honest rather than “nice” information in opining on one’s investment mistakes. Exposure to some of the best minds and track records in the investment community has helped to better educate me and shape the future of my investment outlook.

  • Senior Partner at Top Law Firm
    New York, NY

    Through TIGER 21 I learned the value of MLP’s in the oil and gas pipeline business. I owned shares in one MLP but did not previously realize the tax and the other benefits of the MLP. Since then, I have increased my exposure to this area and hence my cash flow.

  • Serial Entrepreneur, Restaurateur and Collector
    Santa Cruz, CA

    TIGER 21 helped me to learn the vocabulary and the financial concepts behind the words, and in general, gave me a foundation to see and understand the preservation of my portfolio as the priority to address my family’s future financial needs. With a family, I have to take generational planning into account if our intentions are to leave our kids something from our estate. TIGER 21 got me to consider the hard questions and understand the risks to my portfolio. The cross pollination of the other Members within our group is a dividend I give a great amount of weight to. I learn sometimes as much from them as I do from some of the presenters.

  • Advertising Agency Founder
    New York, NY

    Belonging to TIGER 21 is like taking a graduate course in finance and investing. I have been a Member for almost six years. The most important lessons I’ve learned during this time have been about asset allocation and reducing risk through diversification. I have especially enjoyed the breadth of the speakers we see each month and feel fortunate to be a Member of such a close-knit group with whom I can discuss anything - from money, to health, and even personal issues.

  • Founder of an International Real Estate Firm
    New York, NY

    The value for me resides in the fact that I can share information about existing and prospective business deals confidentially and then receive unbiased and informed feedback. TIGER 21 is my informal board of advisors.

  • Consumer Product Entrepreneur and Private Investor
    New York, NY

    TIGER 21 has been a valuable asset for me over the past 4 years. I have learned directly from others who are in the same position as me, and indirectly by watching people struggle with the same issues I contend with. I also was able to dramatically reduce my market exposure in early 2008 because of some conversations with other savvy Members. The friendships formed are also very deep. Ironically, one of the most comforting and insightful things I have learned through my TIGER 21 tenure is that no one really has the answers (despite what our brains are hard-wired to believe).

  • Restaurant Entrepreneur
    New York, NY

    The value of TIGER 21 lies in the opportunity to learn how to create a disciplined approach to all elements of your investment plan. TIGER 21 Members are extremely generous in sharing their personal and professional stories, ideas and feedback. I am especially thankful to the Members who have introduced me to some of the most experienced and intelligent asset managers and real estate contacts in the country.

Presenter Testimonials

  • Senior Vice President
    RBC Wealth Management

    I've been involved with TIGER 21 for the past five years and have been personally responsible for many of my clients and friends becoming TIGER 21 Members. As the senior member of a wealth management team, I’m very aware of the uncertainties facing the most sophisticated of investors. Below are just a few important values TIGER 21 offers to help “lift the clouds” and show clarity on the global markets: 1.) At most group meetings, Members begin by discussing what is truly going on in the world as it affects the financial arena. Because they don’t sell anything, they have the ability to offer exposure to some of the most successful money managers, hedge funds, insurance specialists, T&E specialists, tax specialists, and “family” advisors who deal with issues like raising children in wealthy families. 2.) Although I take great pride in the services offered at RBC, I tell my clients that TIGER 21 covers so much more than any open architecture wealth management platform available on the street today- even at the largest wire house firms on Wall Street. 3.) TIGER 21 Groups are fraternity/sorority like- they share their investment portfolios as well as their personal issues. I’ve heard many Members say that they wouldn’t invest in a new strategy unless it was vetted and approved by their Group. I will be happy to continue recommending TIGER 21 to my clients and friends.

  • Principal and Director
    Buckingham Family of Financial Services

    I have spoken to most of the TIGER 21 groups. The Members, a number of whom have become my clients, ask tough questions and expect good answers. They are highly engaged and motivated to learn about and apply the science of effective investing. The Members' intellectual curiosity is balanced by their healthy - and understandable - sense of skepticism.

  • Vice President
    J.P. Morgan Private Bank

    My TIGER 21 clients are the best-informed and most knowledgeable of all my clients. I think this is because they have access to so much knowledge and information from one another and their Groups that they are truly better-informed and more sophisticated consumers of financial advice. Each TIGER 21 Group meeting I have visited as a presenter has had an open family-like atmosphere, where those around the table are giving feedback and acting as sounding boards to each another. Let’s face it, managing significant wealth is more complicated than ever. Successful entrepreneurs and investors who have the time and want to learn will find that TIGER 21 offers them a unique “family away from home” where they can openly discuss any aspect of managing their wealth, from investing to family issues and beyond.

  • Chief Investment Officer
    Tiedemann Wealth Management

    In my experience, TIGER 21 meetings have been very well organized events that cover a variety of topical issues and frequently have exceptional presenters. The room is filled with hard working, self-made entrepreneurs who have the intellectual curiosity to invest their time in learning all aspects of investment management. They rely on one another to share important information and make introductions, and have created a very powerful network of investors in doing so. The meetings tend to be very direct and the questions thoughtful. They are openly seeking optimal solutions for their families, and their culture of information sharing most certainly benefits all Members. It is a highly energized group of families that have been a pleasure to present to and work for.

  • Founder
    Room to Read

    Not only has TIGER 21's "collective intelligence" helped its Members become more astute investors in financial markets, it has also provided them an avenue for collective philanthropy and social action. As a group, TIGER 21 Members and staff have invested more than $240,000 in support of Room to Read, which acts as a catalyst of opportunity for children’s education through building schools, libraries, publishing local language books and providing educational opportunities for girls in Asia and Africa. Generous support support from TIGER 21 Members and staff provides children with a "hand up" rather than a "hand out" and will create a lasting legacy in support of global literacy and gender equality in education.

  • Chairman & Chief Investment Officer
    Cumberland Advisors

    I have presented to TIGER 21 Groups around the country. TIGER 21 Members have a common attribute besides their accumulation of investable assets -- They are skilled observers of the global financial scene and keep current and informed. Their questions are incisive, succinct and direct, which is what makes these presentations both challenging and informative for me.

  • Founder
    Legacy Resources, LLC

    It may have been seven or eight years ago, when one of my clients first approached me about speaking to his TIGER 21 Group about the challenges of leaving a legacy of significance. His enthusiasm for TIGER 21 was contagious, and I wanted to learn more about the membership experience. Since then, I have referred more of my clients to TIGER 21 and will continue to do so. Why? In my experience, wealth holders often live in silos. It’s understandable, but certainly not ideal. TIGER 21 provides a context for community and leverage. If there is “wisdom in crowds,” to reference the popular book title and truism, then there is also wisdom in finding one’s own crowd, or circle of peers. TIGER 21 makes this easy. I encourage you to find yours!