HNW Family
April 11, 2018
One of the rewards of being successful is that it allows you to give your children things you may never have dreamed of having when you were growing up. But just how much should you give them and still expect them to develop into financially respo...
Wealth Preservation
May 31, 2017
TIGER 21 Member Ron Weiner and TIGER 21 Group Chair Joel Treisman were featured in the New York Times, where they discussed the importance of educating their children about inherited wealth. Key takeaways include: Talking about money is one of th...
Wealth Preservation
April 12, 2017
A few months ago, I wrote about the role of family in business ‚Äì the pros and cons of involving family members in your professional enterprises. But what about the flip side, which is the role of business in family ‚Ä...
Legacy Planning
March 1, 2017
TIGER 21’s founder, Michael Sonnenfeldt, was recently featured on the Wall Street Journal’s “Managing Your Wealth” podcast, where he discussed the differences between treating children equally and equitably and how to avoid...
Wealth Preservation
December 21, 2016
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 inves...
Wealth Preservation
June 8, 2016
Like most people, I was shocked when Prince passed away at a relatively early age. Then when the news came out that he had not left a will, it made me think that there is a financial lesson in Prince’s death that could benefit many people. L...