Investing
June 9, 2014
What HNW Clients Should Know Before Making Venture Capital InvestmentsBy Donna Mitchell, Financial PlanningMarch 19, 2012The economy is on the verge of another wave of venture capital investment, according to a report fromseveral private equity in...
Investing
June 9, 2014
Seven Questions to Ask When Picking a Financial AdviserBy Shelly Banjo April 13, 2009As investors look for guidance in these troubled markets, one question looms above all others:Whom can you trust?During boom times, it was easy to hire a financia...
Investing
June 9, 2014
EXPERT’S PODIUMWhat high net worth investors are doing right nowThane StennerPublished on Tuesday, April 10, 2012Every quarter Tiger 21 surveys its 185 U.S. and Canadian members about the composition of their portfolios. It’sa small sa...
Investing
June 9, 2014
THE NEW YORK TIMES, FRIDAY, JUNE 17, 2011Financial Advice Gleaned From a Day in the Hot SeatBy PAUL SULLIVANWHEN I started writing this column almost three yearsago, one of my goals was to figure out what the wealthiestAmericans knew and pass alon...
Investing
June 9, 2014
GETTING PERSONAL CANADA: Following The MoneyedBy Evelyn Juan of Dow Jones NewswiresApril 23, 2012TORONTO (Dow Jones)–It’s one thing to follow the money, but another to follow the moneyed. For those who arecurious, the members of Tiger ...
Investing
June 9, 2014
EXPERT’S PODIUMDoes your philanthropy stem from “edifice complex”?Thane StennerPublished Thursday, May. 03, 2012 2:54 PMA lot of people treat giving as a spontaneous event: the canvasser shows up at the door, we see the donationb...
Investing
June 9, 2014
THURSDAY, AUGUST 7, 2003Moving On / By Jeffrey ZaslowPeer Counseling for Multimillionaires: Ex-Magnates Share Angst, Stock TipsONE RECENT MORNING in a small meeting room at New York’s Carlyle Hotel,Thomas Gallagher stood before six fellow mi...
Investing
June 9, 2014
THURSDAY, DECEMBER 2, 2004 ¬©2004 Dow Jones & Company. All Rights ReservedThe Investment Club You Can’t Get IntoWary Wall Street, Wealth Families Form Peer Groups to Share Advice, Manage MoneyWEALTHY families arediscovering a n...
Investing
June 9, 2014
September 2004Tiger TalesSuddenly wealthy entrepreneurs who are at a total loss as to what to do with their newmoney have an ally. Michael Sonnenfeldt, a former entrepreneur himself, oversees TheInvestment Group for Exceptional Returns in the 21st...
Investing
June 9, 2014
OCTOBER 2004NOUVEAU RICHE?Not everyone can sell a company and join the high-net-worth club. But ifyou’re among the fortunate few you may be interested in Tiger 21, an organi-zation providing peer-to-peer learning for high-net-worth individua...
Investing
June 9, 2014
October 17, 2005 The New Battlegound Brat PatrolWhat will happen when the baby boomers’ kids inherit their fortunes? Fearing rampant sloth,parents are turning to private bankers for help. What the banks can do.By Suzanne McGeeIn the opening...
Investing
June 9, 2014
PentaInsights and advice for families with assets of $5 million or more.FRIDAY, MAY 4, 2012 | By RICHARD C. MORAISTIGER 21: Tough Love For the Very RichBack in 1998, Michael Sonnenfeldt of New York made tens of millions of dollars when he sold his...