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

Palm Beach

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 Florida visiting our clients,” he said. “Many of our clients made their wealth in the New York metro area and then moved to Florida for good weather and for great tax benefits.”

“There are very few multifamily offices in the Florida region that have bespoke portfolio management with institutional investment access,” Jonathan notes.

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