Perspectives

Palm Beach

Jonathan Bergman discusses TAG Associates’ expansion in the article, “As Wealthy Clients Head South, Advisors Follow”

Published February 7, 2023

After TAG Associates announced the opening of its office in West Palm Beach, Jonathan Bergman discussed the reasoning behind the expansion. “Even before the pandemic, we had started spending more time in …

Jonathan Bergman and Neil Shapiro discuss

Jonathan Bergman and Neil Shapiro discuss best practices for conducting successful family meetings in Barron’s

Published April 25, 2022

Jonathan Bergman and Neil Shapiro discuss best practices for conducting successful family meetings in Barron’s. “Families want to ensure that what they’ve created continues into the future, and family meetings measure the …