Geographic Spread:
San Francisco Bay Area
Primary Meeting City:
San Francisco
Meeting Venue Type:
Premium Private Venues
Company Revenue Range:
A minimum net worth of $20 million
Group Size:
12-15 members
Roles Represented:
Entrepreneurs, Investors, Family Office Leaders, Wealth Stewards
Annual Membership Fee:
$
33,000
/
yr
Application / Initiation Fee:
Application / Initiation Fee:
Application / Initiation Fee:
$
5,000
TIGER 21 is the premier global peer learning community for high-net-worth and ultra-high-net-worth wealth creators and stewards. The San Francisco group brings together accomplished entrepreneurs, investors, and family office leaders in a confidential setting where members learn from one another’s successes and mistakes through the Portfolio Defense® process and holistic wealth stewardship discussions. What the Membership Provides - International Network: Access to a network of ultra-high-net-worth entrepreneurs and investors. - Peer Advisory: A "personal board of directors" where members discuss various topics, from tax concerns to investment stragegies. - Community: A platform to share strategies, refine wealth management approaches, and explore personal and professional goals.
- Portfolio Defense presentations - Peer feedback sessions - Expert insights on wealth topics - Confidential peer advisement
Meeting Frequency:
Monthly
Typical Duration:
Full Day (6 hours)
Guest Speakers:
Monthly expert sessions
Annual Retreat / Special Events:
Global summits and regional events
Social/Networking Components:
Quarterly social events, spouse programs
Facilitator Leadership Style:
Structured facilitation with peer-driven insights
Group Communication Style:
High-trust, confidential, direct
Expected Preparation Time:
2-3 hours monthly (Portfolio Defense prep when presenting)
Administrative Support Level:
Full concierge-level support & Strict confidentiality. Everything shared stays in the group
Accountability Level:
High - peer accountability and follow-through tracking
Confidentiality & Trust Practices
Strict confidentiality - everything shared stays in the group
Digital Platforms Used:
TIGER 21 proprietary platform, secure member portal
Johannon Olson
Remarkable Freedom
Johannon "Joe" Olson, RN, MBA, is a seasoned healthcare executive, successful entrepreneur, and innovator with over twenty years of experience leading businesses and transforming healthcare leaders, teams and organizations. Our family motto: We strive for better together (Ad meliora una nitimur).
What makes your group unique?
TIGER 21 is a premier peer learning community for high-net-worth individuals. The San Francisco group connects entrepreneurs, investors, and family office leaders in confidential settings where members share experiences and learn from each other. Through the Portfolio Defense® process, members present their complete financial picture for peer feedback. The organization addresses investments, family governance, philanthropy, and legacy planning, providing a holistic approach beyond wealth creation. With over 1,700 global members, TIGER 21 offers trusted access to shared wisdom, vetted opportunities, and worldwide connectivity.
Application & Interview Process
TIGER 21 membership is by invitation or referral only. Prospective members undergo an application and interview process with the San Francisco chair to assess fit, integrity, and contribution potential. Candidates must demonstrate significant wealth creation and readiness for vulnerable peer engagement, and a demonstrated commitment to the local community through philanthropy, mentorship, or civic involvement. References are verified, and a Portfolio Defense preview may be required. This rigorous process ensures every cohort maintains the trust, caliber, and commitment that define TIGER 21.
Member Success Story or Testimonial
"Presenting my Portfolio Defense was transformative. The San Francisco group's feedback changed my approach to risk, tax strategy, and philanthropy. Within months, I repositioned my portfolio, saving millions in potential losses. More importantly, I gained lifelong friends who understand success's unique challenges, people I trust with both business and personal decisions."
Business Impact Examples
TIGER 21 San Francisco members have: - Preserved wealth by stress-testing strategies against peer perspectives - Avoided costly blunders by surfacing leadership and portfolio blind spots before capital was deployed - Expanded internationally through member introductions across chapters - Improved family governance using peer-recommended succession frameworks - Aligned philanthropy with values through shared wisdom and expert guidance These outcomes demonstrate TIGER 21's ability to translate shared experience into measurable financial and personal impact.
Resources & Materials Provided
Members receive access to: - Portfolio Defense templates and frameworks - Global network events and investment summits - Expert insights from leading economists and investors - Proprietary research and publications - Ongoing peer advisement and confidential session notes - Indirect access to otherwise unreachable experts and decision makers through the global TIGER 21 network
TIGER 21 is the premier global peer learning community for high-net-worth and ultra-high-net-worth wealth creators and stewards. The San Francisco group brings together accomplished entrepreneurs, investors, and family office leaders in a confidential setting where members learn from one another’s successes and mistakes through the Portfolio Defense® process and holistic wealth stewardship discussions. What the Membership Provides - International Network: Access to a network of ultra-high-net-worth entrepreneurs and investors. - Peer Advisory: A "personal board of directors" where members discuss various topics, from tax concerns to investment stragegies. - Community: A platform to share strategies, refine wealth management approaches, and explore personal and professional goals.
- Portfolio Defense presentations - Peer feedback sessions - Expert insights on wealth topics - Confidential peer advisement
Meeting Frequency:
Monthly
Typical Duration:
Full Day (6 hours)
Guest Speakers:
Monthly expert sessions
Annual Retreat / Special Events:
Global summits and regional events
Social/Networking Components:
Quarterly social events, spouse programs
Facilitator Leadership Style:
Structured facilitation with peer-driven insights
Group Communication Style:
High-trust, confidential, direct
Expected Preparation Time:
2-3 hours monthly (Portfolio Defense prep when presenting)
Administrative Support Level:
Full concierge-level support & Strict confidentiality. Everything shared stays in the group
Accountability Level:
High - peer accountability and follow-through tracking
Confidentiality & Trust Practices
Strict confidentiality - everything shared stays in the group
Digital Platforms Used:
TIGER 21 proprietary platform, secure member portal
Johannon Olson
Remarkable Freedom
Johannon "Joe" Olson, RN, MBA, is a seasoned healthcare executive, successful entrepreneur, and innovator with over twenty years of experience leading businesses and transforming healthcare leaders, teams and organizations. Our family motto: We strive for better together (Ad meliora una nitimur).
What makes your group unique?
TIGER 21 is a premier peer learning community for high-net-worth individuals. The San Francisco group connects entrepreneurs, investors, and family office leaders in confidential settings where members share experiences and learn from each other. Through the Portfolio Defense® process, members present their complete financial picture for peer feedback. The organization addresses investments, family governance, philanthropy, and legacy planning, providing a holistic approach beyond wealth creation. With over 1,700 global members, TIGER 21 offers trusted access to shared wisdom, vetted opportunities, and worldwide connectivity.
Application & Interview Process
TIGER 21 membership is by invitation or referral only. Prospective members undergo an application and interview process with the San Francisco chair to assess fit, integrity, and contribution potential. Candidates must demonstrate significant wealth creation and readiness for vulnerable peer engagement, and a demonstrated commitment to the local community through philanthropy, mentorship, or civic involvement. References are verified, and a Portfolio Defense preview may be required. This rigorous process ensures every cohort maintains the trust, caliber, and commitment that define TIGER 21.
Member Success Story or Testimonial
"Presenting my Portfolio Defense was transformative. The San Francisco group's feedback changed my approach to risk, tax strategy, and philanthropy. Within months, I repositioned my portfolio, saving millions in potential losses. More importantly, I gained lifelong friends who understand success's unique challenges, people I trust with both business and personal decisions."
Business Impact Examples
TIGER 21 San Francisco members have: - Preserved wealth by stress-testing strategies against peer perspectives - Avoided costly blunders by surfacing leadership and portfolio blind spots before capital was deployed - Expanded internationally through member introductions across chapters - Improved family governance using peer-recommended succession frameworks - Aligned philanthropy with values through shared wisdom and expert guidance These outcomes demonstrate TIGER 21's ability to translate shared experience into measurable financial and personal impact.
Resources & Materials Provided
Members receive access to: - Portfolio Defense templates and frameworks - Global network events and investment summits - Expert insights from leading economists and investors - Proprietary research and publications - Ongoing peer advisement and confidential session notes - Indirect access to otherwise unreachable experts and decision makers through the global TIGER 21 network
TIGER 21 is the premier global peer learning community for high-net-worth and ultra-high-net-worth wealth creators and stewards. The San Francisco group brings together accomplished entrepreneurs, investors, and family office leaders in a confidential setting where members learn from one another’s successes and mistakes through the Portfolio Defense® process and holistic wealth stewardship discussions. What the Membership Provides - International Network: Access to a network of ultra-high-net-worth entrepreneurs and investors. - Peer Advisory: A "personal board of directors" where members discuss various topics, from tax concerns to investment stragegies. - Community: A platform to share strategies, refine wealth management approaches, and explore personal and professional goals.
- Portfolio Defense presentations - Peer feedback sessions - Expert insights on wealth topics - Confidential peer advisement
Meeting Frequency:
Monthly
Typical Duration:
Full Day (6 hours)
Guest Speakers:
Monthly expert sessions
Annual Retreat / Special Events:
Global summits and regional events
Social/Networking Components:
Quarterly social events, spouse programs
Facilitator Leadership Style:
Structured facilitation with peer-driven insights
Group Communication Style:
High-trust, confidential, direct
Expected Preparation Time:
2-3 hours monthly (Portfolio Defense prep when presenting)
Administrative Support Level:
Full concierge-level support & Strict confidentiality. Everything shared stays in the group
Accountability Level:
High - peer accountability and follow-through tracking
Confidentiality & Trust Practices
Strict confidentiality - everything shared stays in the group
Digital Platforms Used:
TIGER 21 proprietary platform, secure member portal
Johannon Olson
Remarkable Freedom
Johannon "Joe" Olson, RN, MBA, is a seasoned healthcare executive, successful entrepreneur, and innovator with over twenty years of experience leading businesses and transforming healthcare leaders, teams and organizations. Our family motto: We strive for better together (Ad meliora una nitimur).
What makes your group unique?
TIGER 21 is a premier peer learning community for high-net-worth individuals. The San Francisco group connects entrepreneurs, investors, and family office leaders in confidential settings where members share experiences and learn from each other. Through the Portfolio Defense® process, members present their complete financial picture for peer feedback. The organization addresses investments, family governance, philanthropy, and legacy planning, providing a holistic approach beyond wealth creation. With over 1,700 global members, TIGER 21 offers trusted access to shared wisdom, vetted opportunities, and worldwide connectivity.
Application & Interview Process
TIGER 21 membership is by invitation or referral only. Prospective members undergo an application and interview process with the San Francisco chair to assess fit, integrity, and contribution potential. Candidates must demonstrate significant wealth creation and readiness for vulnerable peer engagement, and a demonstrated commitment to the local community through philanthropy, mentorship, or civic involvement. References are verified, and a Portfolio Defense preview may be required. This rigorous process ensures every cohort maintains the trust, caliber, and commitment that define TIGER 21.
Member Success Story or Testimonial
"Presenting my Portfolio Defense was transformative. The San Francisco group's feedback changed my approach to risk, tax strategy, and philanthropy. Within months, I repositioned my portfolio, saving millions in potential losses. More importantly, I gained lifelong friends who understand success's unique challenges, people I trust with both business and personal decisions."
Business Impact Examples
TIGER 21 San Francisco members have: - Preserved wealth by stress-testing strategies against peer perspectives - Avoided costly blunders by surfacing leadership and portfolio blind spots before capital was deployed - Expanded internationally through member introductions across chapters - Improved family governance using peer-recommended succession frameworks - Aligned philanthropy with values through shared wisdom and expert guidance These outcomes demonstrate TIGER 21's ability to translate shared experience into measurable financial and personal impact.
Resources & Materials Provided
Members receive access to: - Portfolio Defense templates and frameworks - Global network events and investment summits - Expert insights from leading economists and investors - Proprietary research and publications - Ongoing peer advisement and confidential session notes - Indirect access to otherwise unreachable experts and decision makers through the global TIGER 21 network
CONTACT:
Johannon Olson
CONTACT:
Johannon Olson
CONTACT:
Johannon Olson