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Advisory professionals face a wide range of challenges in the course of building and running their practices. Some of the most pressing, especially for advisors whose income is directly proportionate to their assets under management, are related to achieving consistent growth in the size and number of client relationships. This includes finding ways to make themselves and their practices stand ...

The TIGER 21 Chair Spotlight introduces you to the remarkable people that make up the TIGER 21 community. This week, meet Nancy Reid, TIGER 21 Seattle Chair. Nancy Reid Tiger 21 Chair, Seattle How did you get involved/introduced to TIGER 21? I’d been happily directing a $100 million capital campaign for a nonprofit in New York, but couldn’t resist the opportunity to work with this ...

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 investments, family, philanthropic giving, estate planning and more can provide all Members involved insights into their investments, not just the Member p...

High-Net-Worth Group’s Members Favor Real Estate, Equities; Bullish on Europe and Asia NEW YORK, Nov. 29, 2016 ‚Äì TIGER 21, the premier peer-to-peer learning network for high-net-worth investors, today announced the results of its seventh annual Member Favorites Survey. The report revealed public equities as Members’ preferred asset class, while real estate holdin...

An investment club for the ultra-rich has revealed its Members’ are sticking with real estate and private equity amid a dwindling appetite for hedge funds. A survey by TIGER 21, whose 400 Members count a collective $40 billion in assets under management (AUM) between them, shows a 28 percent average allocation to real estate investments and a 21 percent slice of the portfolio being alloca...

Think about a restaurant you love that suddenly becomes popular. While it’s nice to see other people catch onto a good thing, there are some drawbacks. Now you have to be sure to make a reservation well in advance, and perhaps you start going at off-peak times. It doesn’t mean you can no longer enjoy the restaurant. It just means things have changed, and you have to adapt. Popularit...

Building a great and successful entrepreneurial business is an extra-ordinary challenge. Many people think that building (and then selling) their business is the “hard part” and that investing the proceeds conservatively for retirement will be easier. It turns out that preserving wealth in today’s environment is even harder than ever before when real interest rates are negativ...

ByDanielle Verbrigghe Ultra-wealthy investors in theTIGER 21network have continued to ramp up their allocations to private equity to historically high levels. Average allocations to private equity rose to 23% in the first quarter of 2016, a historic high. That’s a significant climb from the 9% average allocation TIGER 21 members had to private equity in 2010. In fact, for the first time,...

TIGER 21, a peer-to-peer learning network for high-net-worth investors, reports that investment in private equity continues its upward trend, increasing by one per cent to 23 per cent in the first quarter of 2016, the highest rate ever recorded for the group. TIGER 21 now has more than 400 Members who manage in excess of USD40 billion in personal investible assets. Members’ traditional &l...

By Cyrus Sanati February 4, 2016 Fortune sat down with Michael Sonnenfeldt, TIGER 21 founder, to learn more about the elite conference So you finally sold the business you have been building for the last 20 or 30 years for a big chunk of change. Now what? While the thought of starting a new venture sounds interesting, you don’t want to spend the second half of your life like you did the f...

Big dollar individual investors have been making a long-term reallocation from hedge funds into private equity, says Michael Sonnenfeldt, founder of Tiger 21. ByRachael Levy December 23, 2015 The following text is a transcript of a portion of a speaker’s presentation made at an industry conference or during an interview. This transcript solely represents the view of the individual who spo...

By Rachael Levy Big dollar individual investors have been making a long-term reallocation from hedge funds into private equity, says Michael Sonnenfeldt, founder of Tiger 21. View Michael Sonnenfeldt’s interview with Rachel Levy Transcript: The following text is a transcript of a portion of a speaker’s presentation made at an industry conference or during an interview. This transcr...