Working with ultra-wealthy individuals introduces new complexities and demands a specialized approach from financial advisors, planners, and wealth managers. Chicago TIGER 21 Chair David Kirshenbaum sheds light on the unique position of people who have just obtained extraordinary success. It is not just about managing more money; it’s about understanding their unique needs, expectations, and concerns. Interviewed in the recent episode of Top Advisor Podcast with host Bill Cates, The Original Referral Coach, David delves into key takeaways including: - The unique challenges and opportunities faced by wealthy individuals, and the importance of having the right trusted advisors in their corner. - The fee-sensitive nature of UHNW individuals (seeking transparency and value-based services). - How too many advisors ignore the spouse and other family members, causing them to lose clients. - David Kirshenbaum’s varied and successful business career and leveraging “relationship capital.” Learn more:
TIGER 21
Professional Training and Coaching
New York, NY 24,762 followers
TIGER 21 is an exclusive peer membership organization of ultra-high-net-worth entrepreneurs, investors, and executives.
About us
TIGER 21 is a peer learning community that takes on topics that matter most to our Members. Fellow visionaries, entrepreneurs, investors, and executives from an array of industries comprise each Members’ personal peer Group. Our network of Members effectively serve as legacy planning partners who help each other improve their investment acumen, tackle common issues of wealth preservation, manage family-related challenges, understand estate planning options, and share ideas on philanthropic endeavors. TIGER 21 was founded in 1999 by an entrepreneur seeking objective advice regarding the management of his wealth following a major liquidity event. Michael W. Sonnenfeldt started TIGER 21 with a single Group of six entrepreneurs in New York City who had all just sold their businesses and felt challenged as to how to wisely preserve their wealth. As TIGER 21 evolved, it became clear that issues of relevance, legacy, family, philanthropy, and what to do next weighed heavily on their minds. They found that sharing and learning from each other helped them to navigate the issues that accompanied their success. Obtaining wealth is hard, preserving wealth is harder. If you want to be a successful steward of your wealth and develop a path for a life well lived for you and your family, consider joining us. TIGER 21, LLC is not affiliated or associated with Tiger Management, L.L.C, Julian Robertson, or any investment manager or fund operated or licensed by Tiger Management L.L.C
- Website
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http://www.tiger21.com
External link for TIGER 21
- Industry
- Professional Training and Coaching
- Company size
- 11-50 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 1999
- Specialties
- peer to peer learning network, wealth management, and legacy planning
Locations
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Primary
New York, NY 10023, US
Employees at TIGER 21
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Laird Cagan
Investor/Founder/CEO/Board Member - Tech and Impact (Triple Bottom Line: People, Planet, Profit)
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Cal Simmons
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Roy Assad
TIGER 21-Chair I Executive Coaching | Keynote Address | Personal Development
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Chris Ahearn
TIGER 21 LA Chair, Investor, Executive, Board Member, Mentor, etc
Updates
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Political anxiety can often cloud judgment and lead to emotional investment decisions that can harm long-term financial goals. A 2009 academic study found that investors tend to make poor decisions driven by fear when an opposing party takes power. A recent Yahoo Finance article by G. Brian Davis highlights methods experienced investors use to maintain control over their investment decisions ahead of an election, including TIGER 21 Members’ approach. Learn more: https://lnkd.in/gEbdiCnD #USElection #Investing
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It turns out the best clues to finding your life's purpose already exist in your childhood. Go back to those moments of joy and curiosity: what lit you up? #thelastlecture #careeradvice Learn more on NEXT with TIGER 21, Ep. 4 with TIGER 21 Member and Voyager Space CEO Dylan Taylor: tiger21.com/podcast
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Unlike typical cars that depreciate the moment they leave the showroom, #hypercars defy this trend and often appreciate in value. For some UHNWIs, it's about owning a masterpiece of engineering, a symbol of exclusivity, an investment opportunity, or all of the above. Take the McLaren F1, which initially sold for £541,000 and is considered the world’s first hypercar, now valued at around £15 million. “The most enjoyable thing about high-end cars is driving them,” says TIGER 21 Member Robert Verdun who shares his differing perspective in an article in Financial Times Wealth by Hugo Cox. Read more: https://lnkd.in/g_C_eUDR
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Japan continues to draw significant interest from institutional investors and high-net-worth individuals across the Asia Pacific region despite economic uncertainties in 2023. Singapore TIGER 21 Chair Kanu A. Gupta sheds light on why Japan remains a magnet for investment, along with other expert investors in the industry, in a recent PropertyGuru Asia Property Awards article. Looking ahead, the Japanese government has ambitious initiatives aimed at doubling foreign investment by 2030, with enhancements to residency rules and infrastructure tailored specifically for high-net-worth individuals. Read more: https://lnkd.in/efDEFzup
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How many companies have grown to be in the top ten largest global businesses within their first ten years of operations? It is a remarkable milestone that TIGER 21 Member Martin Hermann has generated, and his company, BrightNight, is only a few years old. Hear the story behind one of the world's leading renewable energy founders, a serial entrepreneur who has closed in excess of $5.3 billion in transactions. Episode 2 of NEXT tells the story of Martin's remarkable journey from apprentice to energy entrepreneur, beginning in Germany and leading to a software exit to Intel at just 35 years old. tiger21.com/podcast Apple: https://lnkd.in/ezVhwxGz Spotify: https://lnkd.in/eEhgMccZ
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Starting from the goal of being a history teacher with a passion for music to creating franchises that represent 10% of the music industry retail business, George Hines's journey is nothing short of inspiring and one-of-a-kind. As the Founder of George's Music, Inc. and Palm Beach TIGER 21 Chair, George shares his entrepreneurial success story, the lessons and philosophies that guided him, and what led him to his impactful Chair role in a recent episode of the Waves of Success podcast hosted by David McClymont. Learn more: https://lnkd.in/eYCRTd-7
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Patricia Saputo, Montreal TIGER 21 Chair and co-founder of Crysalia, understands that true wealth management is about more than just finances. Growing up in an entrepreneurial family and overcoming its gender-based limitations, she learned the value of education and resilience. Her work focuses on aligning individual and family goals, ensuring both personal and financial growth. She shares her journey and principles in a recent profile with Canadian Family Offices – Read more: https://lnkd.in/eQWk4VMN #WealthManagement #FamilyBusiness #HumanCapital
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"If a friend called you up and said they sold their business after 20 years, is there a single piece of advice you'd give them?" TIGER 21 Member David Jaffe and host Michael Sonnenfeldt compare notes on the investing mistakes they made after their first exits. https://lnkd.in/egXzdG3K Hear the rest in Episode 6: Apple: https://lnkd.in/ezVhwxGz Spotify: https://lnkd.in/eT78nwQR Show notes: tiger21.com/podcast
"After My Exit, I Became the Wrong Kind of Investor" - David Jaffe, Ascena Retail Group
https://www.youtube.com/
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TIGER 21 reposted this
I help Owners Reduce Their Isolation by Placing Them on a Board of Peers | Contact Me To Learn More About Our Proven Process To Reduce Your Feeling of Isolation.
Ena Hull is a TIGER 21 Chair for Newport Beach and an accomplished CEO/COO Executive, investor, and entrepreneur renowned for her leadership in highly regulated sectors such as private equity backed For-Profit Vocational Education, Higher Ed Technology, and Healthcare Workforce Development. With a career spanning over three decades, she excels in driving operational excellence and enhancing customer experiences through streamlined processes and leveraged technology. Most recently, she secured the coveted role of becoming a TIGER 21 Chair for Newport Beach where she curates a confidential space for ultra-high-net-worth individuals to share insights and navigate complex business and personal challenges associated with wealth creation. She also serves as an Executive Advisor to private equity firms and private investors whose portfolio companies focus on healthcare workforce development and education technology and she is also the Chair of the Higher Education Consumer Finance Council, leveraging her expertise in student finance, nursing education, M&A and higher education technology. Ena's extensive board experience includes tenures with Legacy Education Inc. and Unitek Learning, where she played integral roles in strategic growth and successful exits. Recognized as an Exceptional Women Awardee with the Exceptional Women Alliance Foundation and has been keynote speaker at various industry conferences discussing her thoughts on career education where she advocates for innovative pathways like micro-credentials and apprenticeships for career success. Her journey from financial aid administration to CEO/COO roles underscores her commitment to innovation and excellence in every facet of her career. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF-Orange County. #orangecountyca #mastermind #ceopeergroups #peergroups #peerlearning #collectiveintelligence #southerncalifornia #criticalmassbusinesstalkshow
Critical Mass Business Talk Show: Ena Hull, Newport Beach TIGER 21 Chair
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