Jim Small
Chair - Tiger 21 @TIGER 21
Signup · Get unlimited contacts
WORK HISTORY
Chair - Tiger 21 @TIGER 21
Scottsdale, AZ, US
As a Chair of TIGER 21, I lead a group of ultra-high net worth members to help them build the skill set to successfully transition from focused entrepreneurs to disciplined managers of wealth. Participating in professionally facilitated groups, members meet one time per month to harness the varied expertise and collective intelligence of their peers in confidential, feedback-rich learning conversations.TIGER 21 is the premier peer-to-peer learning network for ultra-high-net-worth individuals throughout the United States and Canada. Managing over $100B in aggregate investable assets, the members convene in their local communities to serve each other as a personal Board of Advisors. The goal is to help their peers improve their investment acumen and navigate common concerns regarding wealth preservation, estate planning, and the complexities of integrating wealth, family, and life. TIGER 21 provides a safe environment where its 1,600+ members learn, explore, and form relationships, making it truly a family away from home. Specialties: • Asset Management • Investments • Financial Advisor • Registered Investment Advisor • Investment Research • TIGER 21 • Money Management • Family Office
EDUCATION
Arizona State University
BS, Business
Thunderbird School of Global Management
MBA, Business Administration
ABOUT JIM SMALL
With over 2 decades of experience as an active CEO, I now guide the executive team at SANTE Realty Investments, leading the firm’s ambitious growth plans in private equity real estate. My journey in building and scaling businesses has equipped me with a wealth of knowledge that I am passionate about sharing. As a Partner & Business Coach at Next Level Growth, I help other entrepreneur-led companies maximize their Enterprise Value, leveraging my experience as a 6x CEO to drive strategic growth and operational excellence to help clients grow faster than they ever thought possible.In addition, I support ultra-successful entrepreneurs who have experienced a liquidity event, guiding them to new heights of personal and professional development. In a trusted and confidential setting at TIGER 21, we delve into topics such as wealth preservation, investing, family dynamics, philanthropy, legacy, and more, providing a low-pressure environment to navigate these critical aspects.My mission is to empower entrepreneurs to achieve their highest potential and create lasting impact in their businesses and personal lives.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.