The Importance of Portfolio Defense in Wealth Management

This episode features Michael Sonnenfeldt, Founder and Chairman of TIGER 21, the premier peer membership organization for high-net-worth wealth creators and preservers, and author of Think Bigger: And 39 Other Winning Strategies from Successful Entrepreneurs. This accomplished serial entrepreneur and philanthropist discusses the role of a family office, passing wealth to the next generation, why he founded TIGER 21, and what’s ahead for the organization.

This is a must-listen for anyone who is running a family office, has been thinking about a succession plan, and may be looking for an understanding of how the high-net-worth are connecting with one another to navigate the issues that accompany success.