Investment
June 9, 2014
TIGER 21 Ultrawealthy Members See Slower Year AheadAfter a year when the S&P returned 27%, it’s no surprise investors predict weaker markets, said Tiger 21 CEO Michael Sonnenfeldt JANUARY 14, 2014 | BY MICHAEL S. FISCHER Ninety-one perce...
Investment
June 9, 2014
Do stocks have more room to run? By Thomas Heath, Published: January 19, 2014 TIGER 21, the social club for wealthy investors that arrived in Washington three years ago, reports that members were surprised at the stock market’s 2013 success,...
Investment
June 9, 2014
TUESDAY, JANUARY 21, 2014 © 2014 Dow Jones & Company. All Rights Reserved Two Words: Private EquityBy Liz Moyer Private equity was a popular investment choice last year for the 230 multimillionaire members of private peer network Ti...
Investment
June 9, 2014
TIGER 21’S SONNENFELDT: PRIVATE EQUITY ‚ÄòTHE BIG STORY’ FOR HIS GROUP MEMBERSDAN WEIL / JANUARY 23, 2014 Michael Sonnenfeldt, founder of Tiger 21, an investment network of more than 200 members with a median net wort...
Investment
June 9, 2014
THE RICH INVEST DIFFERENTLY FROM YOU AND ME – BUT WE CAN COPY THEMJONATHAN BURTON | JANUARY 22, 2014 The grand scheme for those who live grandly holds a lesson for us all. Wealthy investors spread their money widely and, presumably, given th...
Investment
June 9, 2014
Millionaires See Real Estate as Top Investment for 2014By Margaret Collins and David M. Levitt – Feb 6, 2014 U.S. millionaires see real estate as the top alternative-asset class to own this year, according to Morgan Stanley. (MS) About 77 pe...
Investment
June 9, 2014
PENTA FEBRUARY 4, 2014 Risk-Averse Youth Millennials, contrary to public opinion, are prudishly conservative investors, not the “lazy, entitled narcissists” of lore. But they sure could learn a thing or two from their elders about inve...
Investment
June 9, 2014
THURSDAY, MARCH 20, 2014 © 2014 Dow Jones & Company. All Rights Reserved Banks Pull Out All the Stops for the Ultra-RichLifestyle-Advisory Services Are a Tool to Attract and Retain Wealthiest ClientsAmid Heightened Competition By LI...
Investment
June 9, 2014
Looking for Ways to Keep MoneyFrom Dividing a Family By PAUL SULLIVAN MARVIN BLUM, a lawyer from Fort Worth, flew to New York last week to visit his daughter, son-in-law and young granddaughter. Staying close to his family is crucial to him. The s...
Investment
June 9, 2014
PENTA MARCH 28, 2014 How to Invest $25 Million Do the old rules for asset allocation really make sense for today’s super-affluent? Ascent Private Capital Management, a unit of U.S. Bank that caters to folks with $25 million or more, thinks i...
Investment
June 9, 2014
Los Angeles Business Journal ‚Ä¢ March 17, 2014 More Money Men As wealth rebounds, so has wealthmanagement. Banks, breakawayfirms and out-of-towners are allclamoring to manage the moneyof L.A.’s elite now that cash iscoming o...
Investment
June 9, 2014
According to Tiger 21, a membership organization of 250 people who have at least $10 million to invest, the shift toward allocating money to private equity has been substantial since the financial crisis. Their members had 9 percent of their money...