Noted Family Business Advisor Susan Fulford Joins TIGER 21 as Toronto Chair

Dec 15, 2015

TIGER 21, the peer-to-peer learning network for high-net-worth investors, announced today that noted Family Enterprise Advisor Susan Fulford, LLB, MBA, has joined the organization as Chair of a new TIGER 21 Group in Toronto.

Fulford has broad experience in the investment, legal and family business fields. She provides collaborative and independent advisory services, following a decade in the investment advisory industry, most recently as Vice President & Senior Manager of the Ultra High Net Worth Advisory Group of TD Wealth Advisory Services, working with Canada’s most accomplished families to deliver sophisticated and optimal solutions.

Fulford brings to TIGER 21 in-depth experience working with family business. She spent five years working as a lawyer in a private practice followed by ten years in the business world, including a two-year European engagement for Deloitte Touche Tohmatsu, working with the world’s leading financial institutions in asset management, banking and insurance.

TIGER 21 provides successful investors with the support they need to address everything from investing strategies and business outlooks to family-related challenges and estate planning via peer-to-peer learning.TIGER 21 currently has over 370 Members in 22 cities across North America, who collectively manage $35 billion in assets.

“Susan’s passion is helping business families find a sustainable path that preserves relationships, business and wealth,” said Jonathan Kempner, President of TIGER 21. “Her clients are some of the most accomplished individuals in Canada. Her professional achievements, combined with a longstanding commitment to charitable pursuits, make her the ideal choice to chair a new TIGER 21 Group in Toronto.”

“It is very gratifying to become Chair of the new Toronto Group for TIGER 21,” Fulford said. “My clients are families with concerns like everyone, except they often have complex structures that call for innovative thinking. TIGER 21’s mission of helping successful individuals and their families anticipate needs and collaboratively realize ideal solutions represents a deeply fulfilling opportunity for me."

Susan received her LL.B. from Osgoode Hall Law School and an Executive MBA from the Richard Ivey School of Business, and is a Family Enterprise Advisor ™ and member of the Institute of Family Enterprise Advisors (IFEA). She is a member  of the Faculty of the Schulich School of Business where she teaches ‘Managing the Family Enterprise’. She is also a guest lecturer for the Ivey Business School and is a session leader at the Canadian Association of Family-owned Enterprises (CAFE) Annual Symposium.

About TIGER 21

TIGER 21 (The Investment Group for Enhanced Results in the 21st Century) is North America’s premier peer-to-peer learning network for high-net-worth investors. TIGER 21’s over 370 Members collectively manage more than $35 billion in personal assets and are entrepreneurs, inventors and top executives. TIGER 21 focuses on improving investment acumen as well as exploring common issues of wealth preservation, estate planning and family dynamics. Founded in 1999, TIGER 21 is headquartered in New York City and has groups in Atlanta, Austin, Boston, Chicago, Dallas, Denver, Houston, Los Angeles, Miami, New York, Newport Beach, CA, Palm Beach, San Diego, San Francisco, San Juan, PR, Seattle, Tysons Corner, VA, and Washington, DC as well as Canadian groups in Calgary, Montreal, Toronto, and Vancouver. More information can be found at www.tiger21.com.

Media Contacts:

Alison Smith, TIGER 21 │ Alison.Smith@TIGER21.com212.584.0230


 

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