Wealth Preservation
April 12, 2017
A few months ago, I wrote about the role of family in business ‚Äì the pros and cons of involving family members in your professional enterprises. But what about the flip side, which is the role of business in family ‚Ä...
Family & Legacy Planning
March 1, 2017
TIGER 21’s founder, Michael Sonnenfeldt, was recently featured on the Wall Street Journal’s “Managing Your Wealth” podcast, where he discussed the differences between treating children equally and equitably and how to avoid...
Wealth Preservation
December 21, 2016
The Wall Street Journal’s Veronica Dagher was invited to the TIGER 21 Townhouse to experience a TIGER 21 Portfolio Defense first hand. The Portfolio Defense is at the heart of the TIGER 21 experience and the conversations pertaining to inves...
Member & Chair Insights
December 14, 2016
One of the commitments Donald Trump made upon his election as U.S. President was to put the management of his business holdings in the hands of his adult children. Whatever you might think about the politics of the situation, there are also busine...
Wealth Preservation
June 8, 2016
Like most people, I was shocked when Prince passed away at a relatively early age. Then when the news came out that he had not left a will, it made me think that there is a financial lesson in Prince’s death that could benefit many people. L...
Member & Chair Insights
May 23, 2016
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