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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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