TIGER 21 Adds Estate Planning, Philanthropy, Business Evaluation and Risk Management Peer Reviews to its Core Curriculum

Peer-to-peer group for high-net-worth investors adds new "defenses" based upon its successful Portfolio Defense model that examines Members' investments

News provided by

TIGER 21

Jul 02, 2012, 11:52 ET

NEW YORK, July 2, 2012 /PRNewswire/ -- TIGER 21, the premier learning group for high-net-worth investors, which for more than a decade has helped Members make well-reasoned decisions about investments and wealth preservation, has announced major new enhancements to its core curriculum with the introduction of peer review and assessment models focused on Members' estate planning, philanthropic giving, business evaluation and risk management.

Since the organization's inception, the Portfolio Defense® has become a major part of the membership experience – so much so that TIGER 21 registered "Portfolio Defense" as a trademark in 2009. During the Portfolio Defense session, one Member presents his or her personal balance sheet, income statement and financial goals in context with the larger events in his or her life for review and analysis by the group's Members. Members give advice based on their knowledge of the presenting Member's likes and propensities, a knowledge that is built through regular contact and discussion of issues with each other.

The new defenses for Estate Planning, Philanthropy, Business Evaluation and Risk Management are based upon the same principles on which the original investment Portfolio Defense was established -- that candid feedback from peers can prove invaluable for Members, providing insights and understanding that they rarely, if ever, get from paid advisors.

While the Portfolio Defense on investments is mandatory for Members to undergo, the new Defenses are being phased in and are elective. They were established as a result of expressed Member interest.

"Discussions on estate planning, philanthropy, the assessment of business plans and protecting members from risks have frequently been a part of TIGER 21 meetings, whether through a specific presentation by an outside speaker or through general discussion among our Members," said Michael Sonnenfeldt, TIGER 21 founder and chairman. "The formation of the Estate Planning, Philanthropy, Business Evaluation and Risk Management Defenses adds a new level of depth to the discussion and helps Members who want to really focus on these topics with their peers."

Each new defense has been created with the Members' needs in mind and consists of a multi-page preparation document for the participating Member to fill out.

For further detail about the new defenses, please visit: www.tiger21.com/docs/PR-Defense.pdf

About TIGER 21:

TIGER 21 (The Investment Group for Enhanced Results in the 21st Century) is North America's premier peer-to-peer learning network for high net worth investors. TIGER 21's nearly 200 Members collectively manage over $18 billion in investable assets and are entrepreneurs, inventors and top executives. TIGER 21 focuses on improving investment acumen as well as exploring common issues of wealth preservation, estate planning and family dynamics beyond finance. Founded in 1999, TIGER 21 is headquartered in New York City and has groups in New York, Los Angeles, San Francisco, San Diego, Miami, Washington, DC, and Dallas, as well as Canadian groups in Vancouver, Toronto, Calgary and Montreal. More information can be found at www.tiger21.com.