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April 30, 2025

[Recording] The Legacy of Wealth: How—and When—to Prepare Your Heirs

What does it truly mean to establish a legacy? In this conversation powered by TIGER 21, our panel of wealth, estate, and family office experts went beyond tax considerations and trust structures to get to the heart of preparing your heirs to carry out the vision and values established for the wealth they will inherit. Download the call summary (PDF) Listen in as TIGER 21 Chairs Ron Diamond, Doug Johnson, and Michele Skelding, discuss the common considerations and blind spots ultra-high-net-worth wealth creators encounter. Discover best practices from ultra-wealthy individuals and families for establishing a meani...

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Investing

June 9, 2014

GETTING PERSONAL CANADA: FOLLOWING THE MONEYED

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

DOES YOUR PHILANTHROPY STEM FROM “EDIFICE COMPLEX”?

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

PEER COUNSELING FOR MULTIMILLIONAIRES: EX-MAGNATES SHARE ANGST

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

THE INVESTMENT CLUB YOU CAN’T GET INTO

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

TIGER TALES

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

NOUVEAU RICHE?

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

THE NEW BATTLEGOUND BRAT PATROL

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

TIGER 21: TOUGH LOVE FOR THE VERY RICH

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...

Investing

June 9, 2014

UNLEASHING THE INVESTMENT TIGER FOR ‘ENHANCED RESULTS’

Unleashing the investment TIGER for ‚Äòenhanced results’Alternative Investor, David Kaufman, Financial Post – May 11, 2012 ‚Äì 1:48 PM ETA new generation of Canadian businThe logical place for any mo...

Investing

June 9, 2014

MILLIONAIRES HELPING MILLIONAIRES

Tiger 21: Millionaires Helping MillionairesThis under-the-radar group aids super-rich people in coping with the problems of wealth.by Glenn Hunter | Published 6.11.2012When banker Jody Grant and energy mogul Kelcy Warrenbegan exploring plans for W...

Investing

June 9, 2014

Millionaires Added U.S. Stocks In Last Year As Crowd Fled

Millionaires Added U.S. Stocks In Last Year As Crowd FledBy By Margaret Collins – Jul 19, 2012 12:01 AM ETMillionaires added U.S. stocks more than any other asset in the latest year as average investors fled to bonds, accordingto a survey by...

Investing

June 9, 2014

WHAT SOME INVESTORS, ARE DOING TO ANTICIPATE A TAX INCREASE

THE NEW YORK TIMES, FRIDAY, AUGUST 3, 2012What Some Investors, Are Doing to Anticipate a Tax IncreaseBy PAUL SULLIVANONE thing is certain this fall: there will be a lot of talk abouttaxes. But without a broad agreement, a series of automaticincrea...

High-Net-Worth Investing Insights

[Recording] The Legacy of Wealth: How—and When—to Prepare Your Heirs

GETTING PERSONAL CANADA: FOLLOWING THE MONEYED

DOES YOUR PHILANTHROPY STEM FROM “EDIFICE COMPLEX”?

PEER COUNSELING FOR MULTIMILLIONAIRES: EX-MAGNATES SHARE ANGST

THE INVESTMENT CLUB YOU CAN’T GET INTO

TIGER TALES

NOUVEAU RICHE?

THE NEW BATTLEGOUND BRAT PATROL

TIGER 21: TOUGH LOVE FOR THE VERY RICH

UNLEASHING THE INVESTMENT TIGER FOR ‘ENHANCED RESULTS’

MILLIONAIRES HELPING MILLIONAIRES

Millionaires Added U.S. Stocks In Last Year As Crowd Fled

WHAT SOME INVESTORS, ARE DOING TO ANTICIPATE A TAX INCREASE

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