
Jonathan Bergman
President
TAG Associates
United States, New York, New York
About Me
Independent and objective financial advisor to high net worth individuals and families. Primarily engaged in complex investment, income and estate tax strategies. Specialties: Private Equity, Hedge Funds, Separate Accounts, Diversifying Highly Concentrated Positions, Charitable Planning, Alternative Investments.
Profile Information
President
TAG Associates
Investment Team
Investor
Multi-Family Office
New York
New York
United States
May 16, 2024
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