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Blog Categories
Family & Legacy Planning
September 25, 2026
According to Cerulli, an estimated $84 trillion will change hands over the next two decades, in what many are calling the Great Wealth Transfer. For ultra-high-net-worth families, wealth transfer planning encompasses far more than the movement of ...
Wealth Preservation
September 23, 2026
Over a lifetime of wealth creation, risk appetite evolves. For an entrepreneur building a first enterprise, a willingness to accept uncertainty is central to ambition, with the pursuit of the upside justifying exposure to the downside. However, fo...
Family Office
September 14, 2026
The average family office now spends about $3 million a year in operation costs. This figure rises to $6.6 million for offices managing $1 billion or more, according to J.P. Morgan’s 2026 Global Family Office Report. In the fa...
Member & Chair Insights
September 11, 2026
Over the coming decades, Baby Boomers and the Silent Generation are expected to pass roughly $124 trillion in assets to Gen X, Millennials, and charitable causes—an event commonly known as the Great Wealth Transfer. For ultra-high-n...
Member & Chair Insights
September 8, 2026
Generational wealth transfer is rarely straightforward. However, early planning—aligning family priorities, considering ownership and tax structures, and giving the next generation time to prepare—can smooth the transition across generations.F...
Member Experience
August 18, 2026
Is my estate plan still doing what I intended? Am I taking care of my health as well as I take care of my business? What story is my life telling—and is it the one I want told? How can I make a lasting impact in a cause my family and I truly care ...
Family & Legacy Planning
August 11, 2026
When it comes to navigating shared family wealth, rarely are discussions solely about assets. Family dynamics almost always come into play. For example, siblings may come to the table with differing expectations, financial needs, and ideas about w...
Philanthropy
August 5, 2026
For many families with significant resources, building a legacy that reflects who they are and what they hope to pass on can’t be captured in a balance sheet. How can values be expressed in a way that resonates across generations?For many, phi...
Member & Chair Insights
July 30, 2026
Some of the biggest challenges in managing a family business have nothing to do with finances. They center around who gets a seat at the table, who’s expected to join when they’d rather not, and ...
Family Office
July 22, 2026
Guest Blog by Michael Warszawski, TIGER 21 Family Office & NYC Chair Families that have created meaningful financial, business, or philanthropic capital often spend substantial time planning around investments, trusts, ...
Lifestyle
July 15, 2026
The TIGER 21 Life After Selling a Business Series reflects on the personal and financial transition that follows a liquidity event. As they explore strategies for preserving their newly liquid wealth, many founders find themselves navigating other...
Business & Entrepreneurship
July 6, 2026
For many entrepreneurs, a major liquidity event is a milestone moment—the culmination of years of long nights, high-stress problem-solving, and massive uncertainty. But the skills that led up to this moment aren’t always the skills...
