PERSONAL-FINANCE LESSONS FROM THE ULTRAWEALTHY

Author

TIGER 21

Published On

December 16, 2016

Published In

Investment

Perry Lerner Portfolio Defense

Perry Lerner, the 73-year-old co-founder of Crown Global Insurance Group, recently got personal-finance advice fromhis ultrawealthy peers at his TIGER 21 portfolio ‚Äòdefense.’ Among the takeaways: Consolidate accounts.

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