TIGER 21’s intimate Group Meetings are confidential and provide a platform to exchange knowledge and information on investments, strategies and trends among trusted advisors. Each month, a day-long Meeting features: 

• THE WORLD UPDATE: A wide ranging discussion from world events to economic news to personal issues that might affect Members’ outlooks, investment decisions, family or business. 
• ISSUES AND OPPORTUNITIES: Members survey the Group about their own issues and/or opportunities and use the roundtable environment to elicit best thinking and gain helpful feedback.  
• SUBJECT-MATTER EXPERTS: Guest presenters are invited to lead discussions on a limitless range of topics, including investment opportunities, curated from a Member-driven learning agenda.  
• DEFENSE CURRICULUM: A confidential disclosure and rational defense of an individual Member’s investment portfolio or other topic selected from the TIGER 21 Defense Curriculum followed by candid feedback from the Member’s Group.

Approximately once a year, each Member makes a presentation to the Group on an area of significance for an in-depth review and analysis in the context of their stated philosophy, investment criteria, and goals. In the Member’s first year this is his or her personal investment portfolio. In subsequent years the Chair and Member mutually determine the topic to be presented from the broader curriculum, including Health and Wellness, Real Estate, Philanthropy, Life and Legacy, Family Office, and several others. 

The Portfolio Defense® is the cornerstone of the Defense Curriculum. Financial results and other relevant financial items are presented in writing, and the presenting Member will need to “defend” the stated objectives and demonstrate how the portfolio’s composition and performance reflect these objectives. The Member must balance investment strategy, inter-generational issues, philanthropic interests and daily living needs. This level of exposure and intimacy is unique to TIGER 21. 

Generally, there is one Defense per Meeting, and TIGER 21’s process is designed to deliver as much value to the other Members in the Group as to the Member defending his or her portfolio or other area of relevancy. In part, each Member can gain insights from how others approach challenges and opportunities they may be experiencing in one form or another. The focus of these sessions is to harness the Collective Intelligence of the Group by identifying potential problems or opportunities for the Member presenting his or her portfolio. The Defense process helps fellow Members to see the relationship between their strategies and their objectives, as well as to better understand the biases and blind spots that may influence their decisions. 

The calendar of Meetings is set up to a year in advance. Members meet monthly, 11 times per year. Meeting times vary by Group, but all follow a similar agenda. 

Groups begin with 5 founding Members and then selectively add Members until the maximum Group size of 15 Members is achieved.

A TIGER 21 Chair facilitates each Meeting and is the Group’s ongoing leader. TIGER 21 Chairs are proven leaders who have the rare combination of the skills, experience, and knowledge of working with high-net-worth-individuals that helps produce fresh perspectives to Members, stimulating new ideas and opportunities.

Their goal is to create an environment of cooperative learning and to manage the flow of the Meeting. Chairs are carefully vetted and selected by TIGER 21 and then participate in development sessions throughout the year in order to deliver the best possible Member experience. TIGER 21 Chairs are independent contractors who together form an elite community of their own who collectively share a passion for helping others succeed. To learn more about opportunities to Chair a TIGER 21 Group, click HERE.

TIGER 21 Members, in conjunction with their Chair, identify themes and topics of interest that will stimulate and challenge the Members of the Group and often expose them to new investment opportunities.  Many of TIGER 21’s presenters are nominated by Members who seek their Group’s opinions on an investment idea they may be considering, some are sourced from leading investment firms and thought leadership roles around the world. These highly interactive presentations are invaluable to Members given the “closed door” setting and direct Q&A time during each presentation.

TIGER 21 is the premier peer advisory organization for high-net-worth entrepreneurs, investors, and executives. Our network of wealth creators and preservers help each other navigate the challenges and opportunities that success creates.  The TIGER 21 experience centers on learning about and reflecting upon issues pertaining to investing, life, and family. Central to this are TIGER 21 Group Meetings, with 12-15 Members meeting once per month led by a Chair who is an accomplished professional and experienced facilitator. TIGER 21 leads with a unique approach to wealth preservation that focuses on leveraging collective wisdom and engaging Members in an extraordinary community to enhance their personal and professional lives.