Merger Coach

Tiger 21 Wealth Investing Strategies You Can Use

admin — Tue, 17 Aug 2010 03:41:15 +0000

Great article on strategies for investing used by the ultra wealthy and specifically those who belong to Tiger 21, a peer investment club composed of 140 members who control more than 10B in assets. Read on for ResearchMag’s top tips:

http://www.researchmag.com/News/2010/7/Pages/Tiger-21s-Top-10-Investment-Strategies-of-the-Very-Wealthy.aspx

Tiger 21 Members on Investment Advisers

admin — Thu, 06 May 2010 22:25:15 +0000

Tiger 21 came about because members had concerns that everyone they talked to was trying to sell them something. The peer group review model works so well because it’s impartial and sales-free. Here’s a good article on what members think about investment gurus and hiring advisers to manage their money:

http://www.newsdaily.com/stories/tre63t2ox-us-tiger21-advisers/

Acquisitions and Website Redesign

admin — Thu, 01 Apr 2010 19:35:06 +0000

How is your website factoring in to your acquisition? Familiarity may make you blind to deficiencies. During a transaction you will assess every area – don’t forget your site. Here’s a great article on Signs it’s Time for a Site Redesign:

“InvestmentNews surveyed more than 1,000 adviser readers and asked them whether they planned to spend more on technology this year than they did in 2009. A strong majority responded in the affirmative — 63% indicated that they will be spending more, while 37% said they won’t….”

Read the rest of article on site redesign

YPO, Young Presidents Organization and Investors

admin — Tue, 02 Mar 2010 01:58:06 +0000

If you’ve been a member of YPO, the Young President’s Organization or WPO, the World President’s Organization, then you know how transformational the experience of connecting with your peers can be in a close, confidential setting. Now imagine that instead of discussing your career as an entrepreneur/owner or CEO, you were part of a similar organization for investors, a group composed of high net worth individuals who are heavily involved in managing their own assets.

If you have enjoyed your YPO or WPO experience Tiger 21 membership is a natural next step. Tiger 21 meets in small, 12-14 person groups one day a month, just like Young President’s Organization, and you form close bonds with other members. Tiger 21 meetings are facilitated by other entrepreneurs and feature presentations from well known speakers, processes such as “Porfolio Defense” (where other members closely review your portfolio) and timely discussion of world and personal events as they pertain to your investments, and issues of personal wealth management.

The other members have been there, done that, and provide an agenda free, supportive peer environment. It’s that one place where no one is trying to sell you something. The value of accessing other members’ intelligence and collective experience is priceless, and the relationships made can last for life. And of course your portfolio is a primary beneficiary. Contact us today to learn more.

Tiger 21 Santa Fe New Mexico

admin — Tue, 02 Mar 2010 01:40:13 +0000

A Tiger 21 group is forming in New Mexico’s Santa Fe. Tiger 21 is a peer-to-peer investment group of 12 to 14 members that meets one day a month. Eligibility for membership includes a minimum $10m in invest-able assets. A Tiger day might include speakers on investment opportunities, emerging technologies and business trends…. portfolio analysis for one member….and discussion of life issues specific to wealth with a facilitated discussion which features actionable advice. Tiger members have many advisers in their life (lawyers, CPAs, etc) but most come with an agenda. The Tiger 21 experience pr0vides a secure, confidential place where there are no agendas, with invaluable feedback from others who are living and dealing with the same problems and situations.

If you are interested in becoming a founding member of this group, contact us today.