Members of TIGER 21 enjoy close and candid relationships with fellow Group Members as well as with the entire Membership. As we introduce potential Members to our organization, we seek to balance the confidentiality and continuity of each Group with our desire to identify those who may become outstanding additions to our community.   

With that in mind, interested candidates can expect the following from the TIGER 21 Membership process:  

• After self-evaluating against the 5Cs of Membership, interested candidates can submit a Membership inquiry. 

• A Member Development Director will be in touch to learn more about the candidate. 

• Should there be a mutual fit, the candidate will meet in person with a TIGER 21 Group Chair to learn more about the Member journey and experience. 

• A successful meeting where the candidate and Chair agree that the candidate could both benefit from and contribute to TIGER 21 will lead to a formal assessment of the 5Cs of Membership, which includes wealth verification and a background check. 

• If this process confirms a fit through the lens of the 5Cs, the candidate will typically receive an invitation to attend an upcoming Meeting to confirm their intent to join. 

• At the conclusion of the Meeting, if the Member and Chair agree on a fit, a formal invitation to join is extended.  

On average, the Membership process takes two months to complete. 

Membership in our unparalleled global network of ultra-high-net-worth wealth creators is by invitation only. To protect the quality of our network, we vet all prospective Members through the lens of the 5Cs of Membership: 

• Character: Only those of the highest ethics and integrity are invited to TIGER 21. All candidates undergo extensive background checks and interviews. 

• Contribution: Members must have the knowledge, experience, and curiosity to occupy a seat at the table and add to the community’s collective intelligence. 

• Capacity: Members must be able to commit their time to monthly Meeting participation and TIGER 21 community engagement. 

• Conditions: Members must be willing to embrace the core pillars of TIGER 21: Confidentiality, Non-Solicitation, Participation, and Transparency. 

• Capital: All of our ultra-high net worth Members must have verifiable investable assets or qualifying net worth of at least $20M USD. 

Although it is one of the most quantifiable requirements for Membership, meeting the Capital requirement does not automatically guarantee an invitation to join the TIGER 21 global network. The other 4Cs of Membership—and their less-easily defined, more qualitative aspects—act as important indicators for whether a potential candidate would benefit from and contribute to the TIGER 21 community. 

To qualify under the Capital requirement, which is only one of the 5Cs of Membership used to vet potential Member candidates, potential incoming Member candidates can verify their qualifying net worth by: 

• Either providing conventional bank or brokerage statements detailing $20 million in investable assets. 

• Or by providing a personal financial statement (PFS) that indicates a net worth of $20 million or more, excluding personal use assets as defined above. 

If candidates wish to include the value of real estate or personal/privately held businesses within that statement, they will need to provide documentation substantiating the listed value.

Membership fees include annual dues as well as a one-time initiation fee. Please see the chart below for pricing.

Annual dues cover all costs for the eleven regularly scheduled monthly Meetings during the full year of Membership, additional Chapter events, and access to the TIGER 21 digital platform connecting Members around the world. Each Member also has the opportunity to attend non-confidential portions of Group Meetings in other cities in TIGER 21’s network on an “as available” basis.

The one-time initiation fee for new and returning Members supports the extensive vetting process for new Members relative to their meeting the 5Cs of qualification. It is also applied to a New Member Training program, which is led by a TIGER 21 Chair and designed to help New Members make the most of the TIGER 21 experience – what to expect, ways to add value to your Group and the global network, introductions to other New Members, and more.

A TIGER 21 Chair facilitates each Meeting and is the Group’s ongoing leader. TIGER 21 Chairs are proven leaders who have the rare combination of the skills, experience, and knowledge of working with high-net-worth-individuals that helps produce fresh perspectives to Members, stimulating new ideas and opportunities.

Their goal is to create an environment of cooperative learning and to manage the flow of the Meeting. Chairs are carefully vetted and selected by TIGER 21 and then participate in development sessions throughout the year in order to deliver the best possible Member experience. TIGER 21 Chairs are independent contractors who together form an elite community of their own who collectively share a passion for helping others succeed. To learn more about opportunities to Chair a TIGER 21 Group, click HERE.

Groups begin with 5 founding Members and then selectively add Members until the maximum Group size of 15 Members is achieved.

The calendar of Meetings is set up to a year in advance. Members meet monthly, 11 times per year. Meeting times vary by Group, but all follow a similar agenda. 

TIGER 21’s intimate Group Meetings are confidential and provide a platform to exchange knowledge and information on investments, strategies and trends among trusted advisors. Each month, a day-long Meeting features: 

• THE WORLD UPDATE: A wide ranging discussion from world events to economic news to personal issues that might affect Members’ outlooks, investment decisions, family or business. 
• ISSUES AND OPPORTUNITIES: Members survey the Group about their own issues and/or opportunities and use the roundtable environment to elicit best thinking and gain helpful feedback.  
• SUBJECT-MATTER EXPERTS: Guest presenters are invited to lead discussions on a limitless range of topics, including investment opportunities, curated from a Member-driven learning agenda.  
• DEFENSE CURRICULUM: A confidential disclosure and rational defense of an individual Member’s investment portfolio or other topic selected from the TIGER 21 Defense Curriculum followed by candid feedback from the Member’s Group.

Approximately once a year, each Member makes a presentation to the Group on an area of significance for an in-depth review and analysis in the context of their stated philosophy, investment criteria, and goals. In the Member’s first year this is his or her personal investment portfolio. In subsequent years the Chair and Member mutually determine the topic to be presented from the broader curriculum, including Health and Wellness, Real Estate, Philanthropy, Life and Legacy, Family Office, and several others. 

The Portfolio Defense® is the cornerstone of the Defense Curriculum. Financial results and other relevant financial items are presented in writing, and the presenting Member will need to “defend” the stated objectives and demonstrate how the portfolio’s composition and performance reflect these objectives. The Member must balance investment strategy, inter-generational issues, philanthropic interests and daily living needs. This level of exposure and intimacy is unique to TIGER 21. 

Generally, there is one Defense per Meeting, and TIGER 21’s process is designed to deliver as much value to the other Members in the Group as to the Member defending his or her portfolio or other area of relevancy. In part, each Member can gain insights from how others approach challenges and opportunities they may be experiencing in one form or another. The focus of these sessions is to harness the Collective Intelligence of the Group by identifying potential problems or opportunities for the Member presenting his or her portfolio. The Defense process helps fellow Members to see the relationship between their strategies and their objectives, as well as to better understand the biases and blind spots that may influence their decisions. 

TIGER 21 Members, in conjunction with their Chair, identify themes and topics of interest that will stimulate and challenge the Members of the Group and often expose them to new investment opportunities.  Many of TIGER 21’s presenters are nominated by Members who seek their Group’s opinions on an investment idea they may be considering, some are sourced from leading investment firms and thought leadership roles around the world. These highly interactive presentations are invaluable to Members given the “closed door” setting and direct Q&A time during each presentation.

Frequently, Members do choose to do business with each other through co-investments, other structures or scenarios. These relationships occur solely at the discretion of Members and TIGER 21 does not serve as an intermediary in these relationships. Unlike other peer learning groups, which actively discourage business dealings among the Members of a group, TIGER 21 does not. Due to the ever-present potential for conflicts, these business relationships must be disclosed to their Group and Members agree to keep their Group fully informed about the progress and status of any material business dealings with one another.

TIGER 21 is the premier peer advisory organization for high-net-worth entrepreneurs, investors, and executives. Our network of wealth creators and preservers help each other navigate the challenges and opportunities that success creates.  The TIGER 21 experience centers on learning about and reflecting upon issues pertaining to investing, life, and family. Central to this are TIGER 21 Group Meetings, with 12-15 Members meeting once per month led by a Chair who is an accomplished professional and experienced facilitator. TIGER 21 leads with a unique approach to wealth preservation that focuses on leveraging collective wisdom and engaging Members in an extraordinary community to enhance their personal and professional lives.