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# TAG Associates

Wealth Management

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## Posts

- [Perspectives](https://tagassoc.com/perspectives/)
- [TAG Associates Featured in the 2026 Family Wealth Report Acclaim Magazine](https://tagassoc.com/tag-associates-featured-in-the-2026-family-wealth-report-acclaim-magazine/) - TAG Associates is proud to be featured in the 2026 Family Wealth Report Acclaim magazine. This recognition reflects our ongoing commitment to delivering thoughtful, personalized wealth management and family office services to the individuals and families we serve. We are honored to be recognized among industry leaders and remain focused on helping our clients navigate
- [How AI Is Reshaping Businesses and the Investment Landscape](https://tagassoc.com/how-ai-is-reshaping-businesses-and-the-investment-landscape/) - On April 23rd, TAG Associates hosted a webinar titled “How AI Is Reshaping Businesses and the Investment Landscape,” featuring Erika Klauer, CIO and Founder of Science and Technology Partners. The conversation explored how AI is transforming businesses across industries and the implications for today’s investment landscape. Erika shared perspectives on why AI’s impact on productivity
- [Stacy Haislip Participates in the Wealth Partnership Spring Retreat in Washington, DC](https://tagassoc.com/stacy-haislip-participates-in-the-wealth-partnership-spring-retreat-in-washington-dc/) - It was great seeing Stacy Haislip, CFA represent TAG Associates as a panelist at the With Intelligence's Wealth Partnership Spring Retreat in Washington, DC. The discussion focused on the evolving role of alternative investments, the importance of strong operational due diligence, and how wealth managers are navigating new fund structures, liquidity considerations, and client education
- [IRS Updates Information Requests in Cryptocurrency Examinations](https://tagassoc.com/irs-updates-information-requests-in-cryptocurrency-examinations/) - The IRS has begun using a new information request in certain cryptocurrency examinations that expands the scope of digital asset disclosures requested from individual taxpayers. As part of an Information Document Request (IDR), taxpayers may be asked to complete a form titled “List of Digital Asset Platforms, Wallets, Services, and Products Used (Individual Taxpayers).” This
- [Active vs. Passive Investing? It’s Not An Either/Or Answer](https://tagassoc.com/active-vs-passive-investing-its-not-an-either-or-answer/) - By John Pantowich, Managing Director and Portfolio Manager Over the years there has been no shortage of words written about Active versus Passive investing. Active and Passive investing are two diametrically opposed approaches to managing investments. Most punditry focuses on the benefits and drawbacks of each, and why one is better than the other. At
- [TAG Associates Selected as a Finalist for the Multi-Family Office ($5B–$15B AUM/AUA) Family Wealth Report Award](https://tagassoc.com/tag-associates-selected-as-a-finalist-for-the-multi-family-office-5b-15b-aum-aua-family-wealth-report-award/) - We’re honored to share that TAG Associates LLC has been named a Finalist for the Family Wealth Report Awards 2026 in the Multi‑Family Office ($5B–$15B AUM/AUA) category. This recognition reflects the dedication of our team and our continued commitment to delivering thoughtful, client focused wealth management solutions. For additional information, click here.
- [TAG Associates Continues Supporting Greenhouse Scholars Through the New Scholar Selection Process](https://tagassoc.com/tag-associates-continues-supporting-greenhouse-scholars-through-the-new-scholar-selection-process/) - TAG Associates is proud to support Greenhouse, a community change organization working with the most inspiring young leaders from under-resourced communities to fuel transformational change. We recently participated in Greenhouse’s annual New Scholar Selection process, hosting a video review session where five of our employees directly reviewed and evaluated this year’s applications. This was a
- [Ted Katramados Participates in the Private Credit Investor Forum in Miami](https://tagassoc.com/ted-katramados-participates-in-the-private-credit-investor-forum-in-miami/) - Ted Katramados participated in the Private Credit Investor Forum, hosted by the Alternative Credit Council in Miami, on February 23, 2026. Ted shared perspectives alongside a strong group of LPs and GPs at a sold‑out, well‑attended forum, contributing to thoughtful discussions across private credit markets and current investor priorities. Read more here.
- [TAG Associates Wins PAM Award for Best Family Office Due Diligence Processes](https://tagassoc.com/tag-associates-wins-pam-award-for-best-family-office-due-diligence-processes/) - TAG Associates LLC, a prominent multi-family office and portfolio management services firm, is pleased to announce that for the second consecutive year, the firm has been awarded the Private Asset Management (PAM) Award for "Best Family Office Due Diligence Processes." The Private Asset Management Awards have provided a platform for top investment professionals, wealth advisors, legal
- [State of the Markets & Outlook for 2026](https://tagassoc.com/state-of-the-markets-outlook-for-2026/) - On January 21st, TAG Associates welcomed Steve Blitz of TS Lombard for our State of the Markets & Outlook for 2026 webinar. Steve discussed early year growth risks, the path of inflation, resilience and fragility of the U.S. consumer, and how capital spending is reshaping productivity. In the following clip, Steve explains why inflation is
- [TAG Associates Featured in PBC Business Quarterly Magazine](https://tagassoc.com/tag-associates-featured-in-pbc-business-quarterly-magazine/) - TAG Associates was recently featured in PBC Business Quarterly Magazine, sharing the rationale behing our established South Florida Office. With many clients permanently relocating to West Palm Beach, the Florida presence allows TAG to enhance responsiveness, collaboration, and ongoing support for our Florida-based families. Read the full article here. PBC Business Quarterly Magazine features in-depth
- [Neil Shapiro Participating at the Wall Street South Luncheon](https://tagassoc.com/neil-shapiro-participating-at-the-wall-street-south-luncheon/) - Excited to share that Neil Shapiro will be joining an exceptional lineup of industry leaders as a panelist at the Wall Street South Luncheon on February 4th, hosted by the Business Development Board of Palm Beach County, Inc. For more information on the event, please click here.
- [TAG Associates Wins PAM Award for Best Family Office Due Diligence Process](https://tagassoc.com/tag-associates-wins-pam-award-for-best-family-office-due-diligence-process/) - TAG Associates LLC, a leading multi-family office and portfolio management services firm, is pleased to announce that the firm won the Private Asset Management (PAM) Award for “Best Family Office Due Diligence Process.” The Private Asset Management Awards have provided a platform for top investment professionals, wealth advisors, legal firms, consultants, and other key service providers
- [TAG Associates Nominated for Two Private Asset Management Awards](https://tagassoc.com/tag-associates-nominated-for-two-private-asset-management-awards/) - TAG Associates LLC is pleased to announce that the firm has been shortlisted for two awards sponsored by With Intelligence Private Asset Management (PAM), a prestigious publication in the private wealth management industry. The two award nominations are for: Best Family Office – Client Service Best Family Office – Due Diligence Processes In 2025,
- [Jonathan Bergman and Jake Steinberger Host Webinar with Mike Giampapa and Thomas Cowan from Galaxy Asset Management](https://tagassoc.com/jonathan-bergman-and-jake-steinberger-host-webinar-with-mike-giampapa-and-thomas-cowan-from-galaxy-asset-management/) - On July 16, 2025, TAG Associates hosted a digital assets webinar with Galaxy Asset Management. They discussed recent developments and key milestones in the industry. Here’s a clip of Galaxy’s Mike Giampapa explaining Bitcoin’s potential role as a store of value.
- [Jeff Tumolo Participates in 11th Annual LPGP Connect Private Debt Event](https://tagassoc.com/jeff-tumolo-participated-in-the-11th-annual-lpgp-connect-private-debt-event/) - Our Chief Investment Strategist Jeff Tumolo participated in the 11th Annual Private Debt event hosted by LPGP Connect. During the event, Jeff discussed the outlook for private credit. While demand for private credit opportunities is high relative to past credit cycles, the potential supply of new deals set to become available in the coming years
- [Jake Steinberger Participates in 4th Annual Carmo Companies Institutional Crypto Conference](https://tagassoc.com/jake-steinberger-participated-in-the-4th-annual-carmo-companies-institutional-crypto-conference/) - Jake Steinberger recently spoke on the Family Office Perspectives panel at the 4th Annual Carmo Companies Institutional Crypto Conference in New York, offering insights on how family offices are approaching the evolving digital asset landscape. For more information on the event, please click here.
- [Tariff Threats and the Return of Volatility](https://tagassoc.com/tariff-threats-and-the-return-of-volatility/) - With the stock market correcting following the latest round of tariff announcements, it is timely to revisit a recent client webinar we held with Dario Perkins Global Macro Economist at TS Lombard. On January 23, 2025, our President, Jonathan M. Bergman, CFP and our Chief Investment Strategist, Jeffrey Tumolo, discussed with Dario the potential impacts
- [Jonathan M. Bergman, CFP Quoted in Family Wealth Report Article, "Trump Turbulence: Tariffs Trouble Wealth Managers; Investment Opportunities Welcomed”](https://tagassoc.com/jonathan-m-bergman-cfp-quoted-in-family-wealth-report-article-trump-turbulence-tariffs-trouble-wealth-managers-investment-opportunities-welcomed/) - Jonathan Bergman, CFP was quoted in a recent Family Wealth Report article entitled, “Trump Turbulence: Tariffs Trouble Wealth Managers; Investment Opportunities Welcomed.” Jonathan shared his views on tariffs, M&A activity, and client sentiment during the first few weeks of Trump 2.0. Read the full article here: https://www.familywealthreport.com/article.php/Trump-Turbulence%3A-Tariffs-Trouble-Wealth-Managers%3B-Investment-Opportunities-Welcomed
- [Avoiding the Three Generation Trap](https://tagassoc.com/avoiding-the-three-generation-trap/) - By Stacy Haislip, Managing Director and Portfolio Manager “Wealth does not pass three generations.” – Chinese Proverb If a Chinese Proverb exists to describe a situation, it usually means two things: 1) the problem has been around a very long time; and 2) over a millennium or two, no one has developed an easy solution.
- [The Four Tentpoles of Absolute Return Investing  Part II: Global Macro Strategies](https://tagassoc.com/the-four-tentpoles-of-absolute-return-investing-part-ii-global-macro-strategies/) - By Ted Katramados, Director & Associate Portfolio Manager, TAG Relative Value Fund Global macro is an investment strategy that seeks to profit from global trends that impact the overall direction of world markets. It is designed to find pricing inefficiencies caused by economic events, geopolitical developments, or monetary policy changes, as well as quantitative, computer model
- [Part III: MFO Service Options and Onboarding – Navigating a Seamless Transition](https://tagassoc.com/part-iii-mfo-service-options-and-onboarding-navigating-a-seamless-transition/) - By Neil Shapiro, TAG Associates Managing Director, Head of Family Office Services See Part I: The Benefits of a Multi-Client Family Office: Efficient Wealth Management See Part II: When to Make the Transition to an MFO – Identifying the Signals Having explored the benefits and identified the signals for when to transition from a Single Family
- [TAG Associates Named to the Barron’s Top 100 RIA Firms List](https://tagassoc.com/tag-associates-named-to-the-barrons-top-100-ria-firms-list-3/) - TAG Associates is pleased to announce that the firm is included once again in Barron's Top 100 RIA Firms list. This annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. Congratulations to the entire TAG team for its hard work and dedication,
- [The Four Tentpoles of Absolute Return Investing](https://tagassoc.com/the-four-tentpoles-of-absolute-return-investing/) - By Ted Katramados, Director & Associate Portfolio Manager, TAG Relative Value Fund One of the key cornerstones of TAG’s investment philosophy is Absolute Return investing. As we’ve previously discussed, Absolute Return investing is an essential strategy to decouple portfolios from the direction of the general equity and debt markets. The goal of Absolute Return investments is
- [Ted Katramados Interviewed by Hedgeweek Ahead of Their US Leadership Summit](https://tagassoc.com/ted-katramados-interviewed-by-hedgeweek-ahead-of-their-us-leadership-summit/) - Ted Katramados discusses risks and opportunities in volatile markets. To read the full article, click here.
- [TAG Associates Ranked as One of America’s Top RIAs by Financial Advisor Magazine](https://tagassoc.com/tag-associates-ranked-as-one-of-americas-top-rias-by-financial-advisor-magazine-2/) - We are pleased to announce that TAG Associates has been named as one of America’s Top RIAs by Financial Advisor Magazine for 2024. Financial Advisor Magazine’s RIA ranking is based on assets under management at year end. To be considered for this ranking, the firm must be independent registered investment advisors that file their own
- [China’s Red Flags](https://tagassoc.com/chinas-red-flags/) - A Series of Problems Affecting the World’s Second Biggest Economy Make it a Difficult Place to Invest By Jeff Tumolo, Managing Director and Chief Investment Strategist China’s economy represented 18% of global GDP in 2021 and its population was the largest in the world. In the 10 years before December 2021, it contributed more to
- [Part II: When to Make the Transition to an MFO – Identifying the Signals](https://tagassoc.com/part-ii-when-to-make-the-transition-to-an-mfo-identifying-the-signals/) - By Neil Shapiro, TAG Associates Managing Director, Head of Family Office Services See Part I: The Benefits of a Multi-Client Family Office: Efficient Wealth Management Transitioning from a Single Family Office to an Multi-Family Office can potentially provide better services, deeper expertise, continuity, and improved results. As discussed in Part I, an SFO is not always
- [Part I: Unpacking the Benefits of a Multi-Client Family Office (MFO)](https://tagassoc.com/series-introduction-unpacking-the-benefits-of-a-multi-client-family-office-mfo/) - By Neil Shapiro, TAG Associates Managing Director, Head of Family Office Services A perception in the world of wealth management is that Single Family Offices are the best solution for the ultra wealthy, and Multi Family Offices are a good option for those a rung below. If family assets exceed $500 million to $1 billion, then
- [Jonathan Bergman Participating in Alternative Investments Symposium](https://tagassoc.com/jonathan-bergman-participating-in-alternative-investments-symposium/) - Jonathan Bergman will be a panelist at the Alternative Investments Symposium on June 5th at The Harvard Club. He will be sharing his thoughts about the “New Normal” and the role that alternative investments play. For more information on the event, please click here.
- [Jeff Tumolo and Jonathan Bergman Host Webinar to Discuss Chinese and Japanese Economies and Markets](https://tagassoc.com/jeff-tumolo-and-jonathan-bergman-host-webinar-to-discuss-chinese-and-japanese-economies-and-markets/) - In a recent client webinar, Chief Investment Strategist, Jeff Tumolo discusses the decline in Chinese stocks and whether or not this is a good entry point. Full webinar is available to TAG Associates clients.
- [Ted Katramados Participating in Portfolio Summits New York RIA Summit](https://tagassoc.com/ted-katramados-participating-in-portfolio-summits-new-york-ria-summit-2/) - Ted Katramados will be a panelist at the Portfolio Summits New York RIA Summit on May 21st. Ted will discuss the importance of having access to, and utilizing, alternatives in client portfolios. For more information on the event, click here: https://portfoliosummits.com/events/ny-ria-24-summit/
- [Lane Fraum Participating in Institutional Crypto Conference East](https://tagassoc.com/lane-fraum-participating-in-institutional-crypto-conference-east/) - Lane Fraum will be a panelist at the Institutional Crypto Conference East at the Metropolitan Club on April 10th. Lane will discuss building and diversifying a crypto portfolio as well as incorporating crypto into existing client portfolios. For more information on the event, click here: https://www.carmocompanies.com/the-institutional-crypto-conference-east
- [Jeff Tumolo Participates in Private Wealth Management Summit](https://tagassoc.com/jeff-tumolo-participates-in-private-wealth-management-summit/) - Jeff Tumolo participated in the Private Wealth Management Summit in San Diego from March 4th-March 6th. Jeff was on the “Balancing Act: Crafting the Perfect Blend of Public and Private Alternatives in Your Portfolio” panel. For more information on the event, click here: https://www.march24.privatewealthsummit.com/
- [TAG Associates Wins PAM Award for Best Multi-Family Office](https://tagassoc.com/tag-associates-wins-pam-award-for-best-multi-family-office/) - TAG Associates LLC today announced the firm was named Best Multi-Family Office by Private Asset Management (PAM), a private wealth management industry publication. The award was in the Under $25 billion Assets Under Management category. David Basner, CEO of TAG said: “2023 was a watershed year for us – we opened an office in South
- [David Basner and Jordan Arnold Discuss Cybersecurity-Threats, Vulnerabilities and Steps to Protect Your Digital Life](https://tagassoc.com/david-basner-and-jordan-arnold-discuss-cybersecurity-threats-vulnerabilities-and-steps-to-protect-your-digital-life/) - David Basner, TAG CEO, hosted a fireside chat with Jordan Arnold on Cybersecurity Threats, Vulnerabilities, and how to protect your digital life.
- [Jonathan Bergman and Jeff Tumolo Host Webinar with Dan Tapiero, Founder and CEO of 10T Holdings](https://tagassoc.com/jonathan-bergman-and-jeff-tumolo-host-webinar-with-dan-tapiero-founder-and-ceo-of-10t-holdings/) - Dan Tapiero, Founder and CEO of 10T Holdings, recently joined TAG Associates Jonathan Bergman and Jeff Tumolo, virtually, to discuss investment opportunities in the rapidly expanding realm of blockchain technology. In this brief video snippet, Dan explains the metaverse and provides insights into the future of a virtual society. The full interview is available to
- [Jonathan Bergman and Neil Shapiro Host Webinar with Family Business and Wealth Consultant Jeff Savlov](https://tagassoc.com/jonathan-bergman-and-neil-shapiro-host-webinar-with-family-business-and-wealth-consultant-jeff-savlov/) - Jeff Savlov, founder of Blum & Savlov, LLP, recently joined TAG Associates Jonathan Bergman and Neil Shapiro, virtually, for a discussion of raising children in the context of family wealth and opportunities to develop stewardship. Savlov shared that teaching children responsibilities and wealth stewardship can, and should, begin at a young age. All is not
- [Jonathan Bergman Hosts Webinar with Israeli Venture Capital Firm Founder Yuval Ariav](https://tagassoc.com/jonathan-bergman-hosts-webinar-with-israeli-venture-capital-firm-founder-yuval-ariav/) - Yuval Ariav, Managing Partner of Symbol, recently joined TAG Associates Jonathan Bergman, virtually, for a discussion of Israeli venture capital. Ariav explains why early-stage Israeli venture capital remains undervalued compared to early-stage venture capital in the United States and late-stage venture capital throughout the world. The full interview is available to TAG Associates clients.
- [Jonathan Bergman Hosts Webinar with Sciens Partner & Chief Executive Officer John Rigas](https://tagassoc.com/jonathan-bergman-hosts-webinar-with-sciens-water-opportunities-fund-founder-john-rigas/) - John Rigas, Partner and Chief Executive Officer of Sciens Capital Management recently joined TAG Associates Jonathan Bergman for a discussion of Sciens Water investment strategy. In this clip, Rigas discusses some of the biggest challenges facing the $100 billion, highly fragmented, U.S. water industry today. The full webinar is available to TAG Associates
- [Jonathan Bergman and Jeff Tumolo Host Webinar with TS Lombard Economist Dario Perkins](https://tagassoc.com/jonathan-bergman-and-jeff-tumolo-host-webinar-with-ts-lombard-economist-dario-perkins/) - Dario Perkins, Managing Director, Global Macro of TS Lombard recently joined TAG Associates Jonathan Bergman and Jeff Tumolo to answer the question on many clients' minds: Are we entering a recession? The full webinar is available to TAG Associates clients.
- [TS Lombard Economist Dario Perkins Shares His Views on the Global Economy Over the Next Several Years](https://tagassoc.com/ts-lombard-economist-dario-perkins-discusses-current-market-conditions-with-jonathan-bergman-and-jeff-tumolo/) - In this additional clip from a recent client webinar, Dario Perkins, Managing Director, Global Macro of TS Lombard discusses the "messy" current global economy and where he sees the economy going over the next several years. The full webinar is available to TAG Associates clients.
- [David Basner Hosts Webinar with Judi Galst of Henley & Partners to Discuss Dual Citizenship](https://tagassoc.com/david-basner-hosts-webinar-with-judi-galst-of-henley-partners-to-discuss-dual-citizenship/) - Judi Galst of Henley & Partners recently joined TAG Associates’ David Basner to discuss how Americans can become dual citizens. In this clip, Judi addresses the four main reasons why Americans seek additional citizenship or residence. Full webinar is available to TAG Associates clients.
- [Jonathan Bergman and Jeff Tumolo Host Webinar with JP Morgan's David Lebovitz to Discuss How to Position for 2023 and Beyond](https://tagassoc.com/jonathan-bergman-and-jeff-tumolo-host-webinar-with-jp-morgans-david-lebovitz-to-discuss-how-to-position-for-2023-and-beyond/) - JP Morgan market strategist David Lebovitz posits that stock and bond diversification will work better in 2023 compared to 2022. He also notes that hedge funds performed well in 2022. Full webinar is available to TAG Associates clients.
- [Neil Shapiro and Jonathan Bergman Host Webinar with Paul Comeau to Discuss Changing Tax Domicile](https://tagassoc.com/neil-shapiro-and-jonathan-bergman-host-webinar-with-paul-comeau-to-discuss-changing-tax-domicile/) - Paul Comeau, Senior Partner of Hodgson Russ LLP, recently joined TAG Associates’ Neil Shapiro and Jonathan Bergman to discuss strategies and pitfalls when changing state residency and reducing your state income tax burden. In this clip, Paul addresses some of the factors that need to be considered when changing tax domicile. Full webinar is available
- [Jonathan Bergman and Stacy Haislip Host Webinar with Galaxy Interactive’s Sam Englebardt](https://tagassoc.com/jonathan-bergman-and-stacy-haislip-host-webinar-with-galaxy-interactives-sam-englebardt/) - Sam Englebardt of Galaxy Interactive, a leading interactive venture capital firm, shared his views on the transformation of consumer behavior in the modern digital world. The Information in the video is being provided to you solely for informational purposes and may not be used or relied on for any purpose (including, without limitation,
- [It’s Time to Talk About Bitcoin (Again)](https://tagassoc.com/its-time-to-talk-about-bitcoin-again/) - By Lane Fraum, Director and Head of Florida Office Often the forgotten asset until it’s in the spotlight, Bitcoin is a polarizing topic in the investing world. The cryptocurrency has nearly tripled from its cycle low of $16k in late 2022 due to speculation that the first spot Bitcoin ETF will soon be approved. Still,
- [Jonathan Bergman Participating in Private Wealth Management Summit](https://tagassoc.com/jonathan-bergman-participating-in-private-wealth-management-summit/) - Jonathan Bergman will be participating in the Private Wealth Management Summit in Palm Beach, Florida on December 6th. Jonathan will be moderating the “Exploring Private Equity Strategies in an Evolving Landscape” panel.
- [TAG Associates Ranked as a Top Regional Fee-Only RIA by InvestmentNews](https://tagassoc.com/tag-associates-ranked-as-a-top-regional-fee-only-ria-by-investmentnews/) - We are pleased to announce that TAG Associates has been named as one of the top regional fee-only RIAs in the November 2023 edition of InvestmentNews. The RIA ranking by InvestmentNews is based on data reported to the Securities and Exchange Commission on Form ADV. Click here for a full list of award qualification
- [Jonathan Bergman discusses TAG Associates’ expansion in the article, “As Wealthy Clients Head South, Advisors Follow”](https://tagassoc.com/jonathan-bergman-discusses-tag-associates-expansion-in-the-article-as-wealthy-clients-head-south-advisors-follow/) - 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
- [Jonathan Bergman Quoted in Action! Magazine Article, "Navigating the Life Cycle of a Financial Advisor"](https://tagassoc.com/jonathan-bergman-quoted-in-action-magazine-article-navigating-the-life-cycle-of-a-financial-advisor/) - Jonathan Bergman was quoted in a recent Action! Magazine article entitled, “Navigating the Life Cycle of a Financial Advisor.” Jonathan provided insight into the complexities and challenges of a career in an ever-changing industry. Read the full article here: https://www.advisorengine.com/action-magazine/articles/navigating-the-life-cycle-of-a-financial-advisor
- [Jonathan Bergman Quoted in Family Wealth Report Article, “How Advisors Are Cashing In On Cash”](https://tagassoc.com/jonathan-bergman-quoted-in-family-wealth-report-article-how-advisors-are-cashing-in-on-cash/) - Jonathan Bergman was quoted in a recent Family Wealth Report article entitled, “How Advisors Are Cashing In On Cash.” Jonathan offered his pithy perspective on choosing Treasuries as a cash alternative. Read the full article here: https://www.familywealthreport.com/article.php?id=199054&page=1#.ZQCPZXbMKUk
- [Stacy Haislip Participating in Opal’s Private Markets Investment Forum](https://tagassoc.com/stacy-haislip-participating-in-opals-private-markets-investment-forum/) - Stacy Haislip will be participating in Opal Group’s Private Markets Investment Forum on September 28th. Stacy will discuss areas of allocator interest, ramifications of write downs in recent vintages, and the outlook for private markets.
- [TAG Associates Featured in Acclaim Magazine - The Tenth Annual Family Wealth Report Awards Finalists & Winners 2023](https://tagassoc.com/tag-associates-featured-in-acclaim-magazine-the-tenth-annual-family-wealth-report-awards-finalists-winners-2023/) - In May, TAG Associates won the 2023 Family Wealth Report Award for Best Private Client Investment Platform. In the recent issue of Acclaim Magazine, which recognizes leaders across the global wealth management industry, Jonathan Bergman and David Basner attribute TAG’s success to the firm’s diligence team. ClearView Financial Media was founded by Chief Executive, Stephen Harris
- [Economic and Market Red Flags – Investment Strategy for the Remainder of 2023](https://tagassoc.com/economic-and-market-red-flags-investment-strategy-for-the-remainder-of-2023/) - By Jonathan Bergman, CFP®, President TAG has been skeptical of the 2023 equity market rally for some time, and despite the recent flow of good economic news, we have conviction that the market is not supported by fundamentals. That includes both economic challenges that are being overlooked, as well as equity markets that have underlying
- [Thought Leadership: Managing the Market Transition](https://tagassoc.com/thought-leadership-managing-the-market-transition/) - Zero rates and a bull market have been replaced by volatility and rising rates. Where should investors look now? TAG Chief Investment Strategist, Jeff Tumolo, believes markets have entered a transitionary phase. Highlighted by volatility in stocks and bonds, Federal Reserve interest rate tightening to counter historic inflation, Fed balance sheet rightsizing, and geopolitical instability,
- [Absolute Return Takes a Bow](https://tagassoc.com/absolute-return-takes-a-bow/) - Always essential but rarely the portfolio star, Absolute Return strategies are outperforming right now (and with much less volatility) By Ted Katramados, Director & Associate Portfolio Manager, TAG Relative Value Fund Sometimes, the real star of a hit movie or TV show is a supporting actor. They were only supposed to be there to help
- [Jonathan Bergman and Neil Shapiro discuss best practices for conducting successful family meetings in Barron’s](https://tagassoc.com/jonathan-bergman-and-neil-shapiro-quoted-in-barrons-article-on-april-20th/) - 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 progress of financial stewardship, education, responsibilities, and values.” https://www.barrons.com/advisor/articles/ultrawealthy-financial-advisors-family-meetings-51650484720?st=f8un0wia60ic8rq&reflink=article_email_share
- [TAG Associates Nominated for Four Industry Awards](https://tagassoc.com/tag-associates-nominated-for-four-industry-awards/) - TAG Associates LLC today announced that the firm was nominated for two Family Wealth Report (FWR) awards and two Private Asset Management (PAM) Awards. One 2022 FWR nomination is for Best Multi-Family Office in the $5-$15 billion assets under management category. The other is for Stacy Haislip, TAG’s Director of Portfolio Management, who is nominated
- [TAG Associates to Open Florida Office](https://tagassoc.com/tag-associates-to-open-florida-office/) - TAG Associates today announced that the firm is opening an office in South Florida in its first significant geographic expansion outside of New York since its founding 40 years ago. The office will be located in West Palm Beach. “As ultra-high net worth individuals and families of all ages and backgrounds continue to migrate to
- [TAG Associates Named to the Barron's Top 100 RIA Firms List](https://tagassoc.com/tag-associates-named-to-the-barrons-top-100-ria-firms-list/) - TAG Associates is pleased to announce that once again we have been named to the Barron's Top 100 RIA firms list. This is the second year in a row Barron's has ranked TAG in the top 100. The Barron’s Top 100 RIA Firms of 2021 ranking is based on a combination of assets under
- [TAG Associates Named to the Barron's Top 100 RIA Firms List](https://tagassoc.com/tag-associates-named-to-the-barrons-top-100-ria-firms-list-2/) - TAG Associates is pleased to announce that once again we have been named to the Barron's Top 100 RIA firms list. This is the third year in a row Barron's has ranked TAG in the top 100. The Barron's Top 100 RIA Firms of 2022 ranking is based on a combination of assets under
- [TAG Associates Nominated for Four Private Asset Management Awards](https://tagassoc.com/tag-associates-nominated-for-four-private-asset-management-awards/) - TAG Associates LLC today announced that the firm was shortlisted for four awards sponsored by With Intelligence Private Asset Management (PAM), a prestigious private wealth management industry publication. The four award nominations are for: Best multi-family office under $10 billion Best family office – due diligence processes Best family office – long-term investment philosophy Manager
- [TAG Associates Ranked as One of America’s Top RIAs by Financial Advisor Magazine](https://tagassoc.com/tag-associates-ranked-as-one-of-americas-top-rias-by-financial-advisor-magazine/) - We are pleased to announce that TAG Associates has been named as one of America’s Top RIAs by Financial Advisor Magazine for 2023. Financial Advisor Magazine’s RIA ranking is based on assets under management at year end. To be considered for this ranking, the firm must be independent registered investment advisors that file their own
- [TAG Associates Appoints Lane Fraum to Head West Palm Beach Office](https://tagassoc.com/tag-associates-appoints-lane-fraum-to-head-west-palm-beach-office/) - TAG Associates today announced that Lane Fraum has joined the firm as Director to lead TAG’s growth efforts in Florida. Mr. Fraum will be based in the firm’s recently opened West Palm Beach office, where he will be responsible for working with TAG’s portfolio management clients and pursuing expansion opportunities in Florida. He will report
- [Ted Katramados Participating in Private Wealth East Spring Forum](https://tagassoc.com/ted-katramados-participating-in-private-wealth-east-spring-forum/) - Ted Katramados will be a moderator at the Private Wealth East Spring Forum on June 13th. Ted will be moderating the “Alternatives – Time to Shine” panel. Read more about the Forum here: https://www.marketsgroup.org/forums/private-wealth-east-forum-2023
- [Jonathan Bergman Participating in Markets Group’s ALTSNY Forum](https://tagassoc.com/jonathan-bergman-participating-in-markets-groups-altsny-forum/) - Jonathan Bergman will be a panelist at the Markets Group’s ALTSNY Forum on June 22nd. He will discuss how to invest in emerging managers in the new era of specialized alternatives while reducing first time fund risk. For more information on the Forum click here: https://www.marketsgroup.org/forums/altsny-2023
- [TAG Associates Wins Award For Best Private Client Investment Platform](https://tagassoc.com/tag-associates-wins-award-for-best-private-client-investment-platform/) - TAG Associates LLC today announced that the firm won the 2023 Family Wealth Report Award for Best Private Client Investment Platform. The award recognizes wealth management platforms specializing in servicing the investment needs of the high-net-worth community. “Our clients count on us to go above and beyond to source and evaluate highly differentiated investment opportunities,” said
- [It Takes a Village to Change Your Tax Domicile](https://tagassoc.com/it-takes-a-village-to-change-your-tax-domicile/) - Engage with your team of advisors to ensure the tax benefits of a successful relocation. By Neil Shapiro, TAG Associates Managing Director, Head of Family Office Services We all know clients, friends and family members who are considering a move to another state. Most aspects of the relocation process are straightforward, including buying a new
- [Ted Katramados Participating in Portfolio Summits New York RIA Summit](https://tagassoc.com/ted-katramados-participating-in-portfolio-summits-new-york-ria-summit/) - Ted Katramados will be a panelist at the Portfolio Summits New York RIA Summit on May 4th. Ted will discuss properly sizing alternative investments in client portfolios. For more information on the event, click here.
- [TAG’s Stacy Haislip Named One of 2020’s Notable Women in Financial Advice](https://tagassoc.com/tags-stacy-haislip-named-one-of-2020s-notable-women-in-financial-advice/) - TAG Associates, LLC is delighted to announce that Stacy Haislip, CFA, Director and Portfolio Manager on our portfolio management team, has been named by Crain’s New York Business as one of its Notable Women in Financial Advice in 2020. The Crain's New York Business Notable Women in Financial Advice achievement is based on a variety
- [TAG Associates President Jonathan Bergman Shortlisted for Family Wealth Report Leading Individual Award](https://tagassoc.com/tag-associates-president-jonathan-bergman-shortlisted-for-family-wealth-report-leading-individual-award/) - TAG Associates is excited to announce that Jonathan Bergman, President, has been nominated for the Family Wealth Report 2020 - Leading Individual Award (Multi-Family Office).
- [TAG Associates Is Honored to Be Included in Barron's Top 100 RIA List](https://tagassoc.com/tag-associates-named-to-barrons-top-100-ria-list/) - TAG Associates is pleased to announce we've been named one of Barron's top 100 independent investment advisory firms of 2020. The Barron’s Top 100 RIA Firms of 2020 ranking is based on a combination of assets under management, technology spending, staff diversity, succession planning, and other factors. To view the complete list of Barron’s Top
- [Stacy Haislip Named One of Crains 2021’s Notable Women on Wall Street](https://tagassoc.com/stacy-haislip-named-one-of-crains-2021s-notable-women-on-wall-street/) - On International Women's Day, we are proud to announce Stacy Haislip was named one of Crain's 2021 Notable Women on Wall Street. To be considered for this achievement, nominees must be working in the New York financial sector (such as banks, investment firms, mutual funds, hedge funds, private-equity funds and stock exchanges) for at least
- [Stacy Haislip Named to Notable Women on Wall Street List Second Year in a Row](https://tagassoc.com/stacy-haislip-named-to-notable-women-on-wall-street-list-second-year-in-a-row/) - We are proud to announce that Stacy Haislip, Director and Portfolio Manager with TAG's investment team, was named one of Crain's 2022 Notable Women on Wall Street for the second year in a row. To be considered for this achievement, nominees must be working in the New York financial sector (such as banks, investment firms,
- [TAG Associates Is Honored to Be Ranked #40 by Financial Advisor Magazine's 2020 Ranking](https://tagassoc.com/tag-associates-is-honored-to-be-ranked-40-by-financial-advisor-magazines-2020-ranking/) - TAG Associates is honored to be ranked #40 by Financial Advisor Magazine's 2020 Ranking. The list includes more than 700 RIAs from across the nation. Thank you FA Magazine for including us! Financial Advisor Magazine's RIA ranking is based on assets under management at year end. To be considered for this ranking, the firm must
- [TAG Associates Investment Team Nominated for Family Office Due Diligence Award](https://tagassoc.com/tag-associates-investment-team-nominated-for-family-office-due-diligence-award/) - TAG Associates is proud to announce we have been shortlisted for the Private Asset Management (PAM) Awards: Best Family Office -- Due Diligence Processes award. We're excited to be recognized for such an honor. The Private Asset Management Awards have provided a platform for top investment professionals, wealth advisors, legal firms, consultants, and other key
- [TAG Associates Nominated for Three Private Asset Management Awards](https://tagassoc.com/tag-associates-nominated-for-three-private-asset-management-awards/) - TAG Associates is proud to announce we've been nominated for three Private Asset Mangement (PAM) Awards. The nominations are in the categories of “Best Family Office – Due Diligence,” “Best family office long-term investment philosophy,” and for Stacy Haislip, TAG’s Director of Portfolio Management, as “Manager or investment research professional of the year." The Private
- [TAG Associates Wins PAM Award for Investment Due Diligence](https://tagassoc.com/tag-associates-wins-pam-award-for-investment-due-diligence/) - TAG Associates LLC, a leading multi-family office and portfolio management services firm, is pleased to announce that the firm won the Private Asset Management (PAM) Award for “Best Family Office – Due Diligence.” The Private Asset Management Awards have provided a platform for top investment professionals, wealth advisors, legal firms, consultants, and other key service
- [TAG Associates Wins PAM Award for Investment Due Diligence Processes](https://tagassoc.com/tag-associates-wins-pam-award-for-investment-due-diligence-processes/) - TAG Associates LLC today announced that it won Best Family Office – Due Diligence Processes at the 2022 Private Asset Management (PAM) Awards. It is the second year in a row TAG was recognized for its investment due diligence, having won the same PAM Award in 2021. “With all that has changed in the investment
- [TAG Associates Wins Two PAM Awards, Including Best Multi-Family Office](https://tagassoc.com/tag-associates-wins-two-pam-awards-including-best-multi-family-office/) - Director Ted Katramados wins Best Investment Manager/Professional; TAG Also Nominated for Three Family Wealth Report Awards TAG Associates LLC today announced that the firm won two Private Asset Management (PAM) Awards, including the top industry award for multi-family offices. TAG, which manages over $9 billion in client assets, won Best Multi-Family Office in the under
- [Ted Katramados Participating in Opal’s Family Office Winter Forum](https://tagassoc.com/ted-katramados-participating-in-opals-family-office-winter-forum/) - Ted Katramados will be participating in Opal Group’s Family Office Winter Forum on March 9th. Ted will shares his views on Hedge Funds and Active Management. https://opalgroup.net/conference/family-office-winter-forum-2023/
- [Jonathan Bergman Participating in 6th Annual Private Wealth East Fall Forum](https://tagassoc.com/jonathan-bergman-participating-in-6th-annual-private-wealth-east-fall-forum/) - Jonathan Bergman will be a panelist at the 6th Annual Private Wealth East Fall Forum on October 19th. He will be discussing how Alternative Investments have performed during this period of heightened market volatility. Read more: https://www.marketsgroup.org/forums/private-wealth-east-fall-forum-2022
- [Property Insurance Premiums are Skyrocketing . . . If you are lucky enough to get coverage.](https://tagassoc.com/property-insurance-premiums-are-skyrocketing-if-you-are-lucky-enough-to-get-coverage/) - The paradigm has changed, probably forever, and homeowners are feeling it. By Neil Shapiro, Managing Director & Senior Adviser, Family Office Group A client recently bought a pristine, multi-million, waterfront home in a high-risk coastal area. When it came to insuring the home it was standard operating procedure initially. The house and personal belongings were
- [Greenhouse Scholars and TAG Enter Next Phase of Partnership](https://tagassoc.com/greenhouse-scholars-and-tag-enter-next-phase-of-partnership/) - TAG Previously Announced as Founding Supporter of the inaugural New York program Shortly after announcing its official support of Greenhouse Scholars as a founding supporter of the New York program, TAG Associates has taken the next step in its partnership with the educational nonprofit by sponsoring a specific scholar as part of the program. After
- [TAG Associates to Serve as Founding Supporter of Greenhouse Scholars in New York](https://tagassoc.com/tag-associates-to-serve-as-founding-supporter-of-greenhouse-scholars-in-new-york/) - TAG Associates today announced that it has partnered with Greenhouse Scholars, an education-based nonprofit providing opportunities to underserved students, to help launch Greenhouse’s presence in New York this year. Greenhouse Scholars, based in Boulder, Colorado, provides financial support, networking opportunities, mentors, and internships, among other services, to high-potential but underserved students from diverse and disadvantaged
- [TAG Associates Announces Retirement of Founder Stanley Pantowich](https://tagassoc.com/tag-associates-announces-retirement-of-founder-stanley-pantowich/) - TAG Associates, LLC, announced today that TAG Co-Founder Stanley Pantowich is retiring from the firm, effective Dec. 31, 2021. Pantowich founded TAG in 1983 and has remained active in his role as a portfolio manager and as a member of the investment committee. “Stan is a pioneer in the family office business -- he launched
- [Thought Leadership: No Plan Is an Island](https://tagassoc.com/726-2/) - Jonathan Bergman, President of TAG Associates, authored a piece published in WealthManagement.com on April 9th about successful retirees who have handled all of their financial affairs themselves, including investments, and are resistant to seeking professional advice. Jonathan notes that this can create serious problems for heirs, who will have no information and no one to
- [Jonathan Bergman Speaking at SuperReturn US East](https://tagassoc.com/jonathan-bergman-speaking-at-superreturn-us-east/) - At this years Super Return East Conference on 6/10-6/12 in Boston, TAG's President Jonathan M. Bergman, CFP will be speaking on the Private Credit Panel.
- [TAG’s President, Jonathan Bergman, on Panel at Private Investor Summit](https://tagassoc.com/tags-president-jonathan-bergman-on-panel-at-private-investor-summit/) - TAG's President, Jonathan M. Bergman, CFP, was a panelist at this years' Family Office Club’s Private Investor Summit hosted by the Family Office Club on September 24th. He discussed "Where the ultra
- [Jonathan Bergman Speaking at the Alternative Investing Summit](https://tagassoc.com/jonathan-bergman-speaking-at-the-alternative-investing-summit/) - In December, TAG’s President, Jonathan Bergman, CFP, will be a panel expert on an increasingly interesting investment topic, “Non-Correlated/Niche Fund Strategies,” at the Alternative Investing Summit. Conference Details: "The Alternative Investing Summit will bring together trustees and representatives of institutions as well as money managers and consultants to explore the roles of alternative opportunities and
- [Family Office Club Super Summit Featuring Jonathan Bergman as Panelist](https://tagassoc.com/family-office-club-super-summit-featuring-jonathan-bergman-as-panelist/) - At the 6th Annual Family Office Club Super Summit in December, Jonathan M. Bergman, CFP, President of TAG, will be participating on a panel of some on the topic of “Family Office Perspectives: Hear directly from some of the largest family offices globally.” "Join hundreds of family office executives, private wealth managers, dealmakers and investors
- [Ted Katramados Moderating a Panel at This Years NY RIA Summit on February 6th](https://tagassoc.com/ted-katramados-moderating-a-panel-at-this-years-ny-ria-summit-on-february-6th/) - Ted Katramados, TAG Associates Portfolio Manager, will be moderating a panel at this years New York RIA Summit on February 6th. Ted's panel will focus on Alternative Investments for Advisors, more specifically how to source best-in-class managers and opportunities. https://www.riasummits.com/newyork
- [Jonathan Bergman Featured in EisnerAmper Podcast on Lessons Learned in a Multi-Family Office](https://tagassoc.com/jonathan-bergman-tags-president-featured-in-eisneramper-podcast-on-lessons-learned-in-a-multi-family-office/) - Jonathan M. Bergman, TAG's President, sat down with Timothy Schuster, CPA and Matthew Kerzner, Ph.D. from EisnerAmper's Center for Family Business Excellence to discuss Lessons Learned in a Multi-Family Office and TAG's best practices. Thank you EisnerAmper for hosting us! https://www.podbean.com/eu/pb-ibrfc-d1b6c9
- [Jonathan Bergman Speaking at Opal Family Office Winter Forum](https://tagassoc.com/jonathan-bergman-speaking-at-opal-family-office-winter-forum/) - Jonathan M. Bergman, TAG President, will be speaking on a panel at the Opal Family Office Winter Forum. The panel will address Non-Correlated/Niche Alternative Fund Strategies. https://opalgroup.net/trk/fowfc2021.html
- [Ted Katramados Participating in IC Summits Virtual Summit on May 5th](https://tagassoc.com/ted-katramados-participating-in-ic-summits-virtual-summit-on-may-5th/) - Ted Katramados will be participating in IC Summits Virtual Summit on May 5th discussing the Impact of COVID-19 on Alternative assets. The panel will focus on Private Equity, Venture Capital, Liquid Alts, Energy, Private Debt and more. https://www.riasummits.com/may-2020-virtual-summit
- [Jonathan Bergman Featured in EisnerAmper Podcast on Family Office Investments](https://tagassoc.com/jonathan-bergman-featured-in-eisneramper-podcast-on-family-office-investments/) - Jonathan M. Bergman, TAG’s President, sat down with Timothy Schuster, CPA and Matthew Kerzner, Ph.D. from EisnerAmper’s Center for Family Business Excellence to discuss TAG's approach to Family Office Investments. Thank you EisnerAmper for hosting us! https://eisneramper.podbean.com/e/family-office-investments/
- [Ted Katramados Participating in Opal's Family Office Symposium on August 5th and 6th](https://tagassoc.com/ted-katramados-participating-in-opals-family-office-symposium-on-august-5th-6th/) - Ted Katramados will be participating in Opal's Family Office Symposium on August 5th and 6th. Ted will be on a panel discussing non-correlated/niche alternative fund strategies and sectors that help with diversification efforts. https://www.linkedin.com/events/virtualfamilyofficeinvestmentsymposium/
- [Jonathan Bergman Interviewed by Fund Intelligence on Why We Favor Hedge Funds Over Fixed Income](https://tagassoc.com/jonathan-bergman-interviewed-by-fund-intelligence-on-why-we-favor-hedge-funds-over-fixed-income/) - Jonathan Bergman, TAG President, was recently interviewed by Fund Intelligence on our current investment approach. “On the traditional long-only equity or fixed income side there’s not much innovation there that would affect our clients,” he said. “On the alternatives side there is always something new. We’ve engaged more with our existing relationships in a Covid
- [Jonathan Bergman Quoted in HFM on Our Use of Absolute Return and Distressed Debt](https://tagassoc.com/jonathan-bergman-quoted-in-hfm-on-our-use-of-absolute-return-and-distressed-debt/) - Jonathan Bergman explains “We tend to think that distressed and dislocation-type strategies are probably the best way to achieve double-digit returns from this point … From today, where the S&P is near its all-time high". TAG does not use any external investment consultants, with the manager research portion of its 70-strong staff conducting 700 manager
- [Stacy Haislip Participating in Women in Wealth Management Summit on October 22nd](https://tagassoc.com/stacy-haislip-participating-in-women-in-wealth-management-summit-on-october-22nd/) - Stacy Haislip will be participating in Portfolio Summits' Women in Wealth Management Summit on October 22nd. Stacy will be on a panel discussing Current Market Outlooks and Opportunities. https://www.portfoliosummits.com/women-in-wealth-management-rn
- [Ted Katramados Quoted in HFM on Our Virtual Due Diligence Process](https://tagassoc.com/ted-katramados-quoted-in-hfm-on-our-virtual-due-diligence-process/) - Ted Katramados said the firm has doubled the number of reference checks to "five or six now" as part of its renewed due diligence process. He said that the firm's "thorough ODD process" looks at the infrastructure backing a fund and portfolio managers' personalities.
- [Ted Katramados Will Be Participating in IC Summits Alternatives Summit on November 11th](https://tagassoc.com/ted-katramados-participating-ic-summits-alternatives-summit-on-november-11th/) - Ted Katramados will be participating in IC Summits Virtual Summit on November 11th discussing the Utilization of Alternatives within a client portfolio. The panel will focus on Private Equity, Venture Capital, Liquid Alts, Energy, Private Debt and more. https://www.portfoliosummits.com/november-11th-advisor-alternatives
- [Stacy Haislip, CFA Will Be Participating in Opal's Virtual Family Office Forum on November 11th and 12th](https://tagassoc.com/stacy-haislip-cfa-will-be-participating-in-opals-virtual-family-office-forum-on-november-11th-and-12th/) - Stacy Haislip, CFA will be participating in Opal Group's Virtual Family Office Forum. Stacy will be on a panel discussing Fixed Income and Equity Market Allocation Strategies: Where are the Markets Heading and What Should We Know Moving Forward. https://opalgroup.net/conference/family-office-fall-forum-2020/
- [Ted Katramados Will Be Participating in the Private Wealth Management Summit on December 8th and 9th](https://tagassoc.com/ted-katramados-will-be-participating-in-the-private-wealth-management-summit-on-december-8th-and-9th/) - Ted Katramados will be participating in the Private Wealth Management summit on December 8th and 9th. Ted will be on a panel discussing Current Approaches and Strategies in Alternative Investing. http://www.os.privatewealthsummit.com/
- [Stacy Haislip Will Be Participating in the PAM Virtual Awards on February 10th](https://tagassoc.com/stacy-haislip-will-be-participating-in-the-pam-virtual-awards-on-february-10th/) - Stacy Haislip will be participating in the PAM Virtual Awards on February 10. Stacy will be on a panel discussing Creating an Investment Portfolio to Manage Market Volatility. https://www.privateassetmanagementawards.com/agenda
- [Ted Katramados Quoted in HFM on Our Hedge Fund Strategy for 2021](https://tagassoc.com/ted-katramados-quoted-in-hfm-on-our-hedge-fund-strategy-for-2021/) - Ted Katramados said, "As we head into 2021, we are definitely recommending to our clients that they look more closely in increasing allocations to absolute return hedge funds…Hedge fund allocations may go up by 5% [from existing allocations of 15%-20%]".
- [Jonathan Bergman and Jeff Tumolo Discuss Current Market Opportunities](https://tagassoc.com/jonathan-bergman-and-jeff-tumolo-discuss-current-market-opportunities/) - Jonathan Bergman interviewed Jeff Tumolo, TAG's Chief Investment Strategist, on what opportunities he sees in today's market. https://youtu.be/7e5LDRT8Gwg
- [Neil Shapiro, TAG Family Office Senior Advisor, Was Quoted in New York Times](https://tagassoc.com/neil-shapiro-tag-family-office-senior-advisor-was-quoted-in-new-york-times/) - TAG Associates Managing Director and Senior Adviser in the Family Office Group Neil Shapiro was quoted in New York Times Wealth Matters column Feb. 12 about how private businesses can survive a major disruption to leadership continuity. The story centers on two private companies whose founders passed away and left a succession vacuum, and what steps
- [Stacy Haislip and Artisan Focus Fund PM Chris Smith Discuss Current Equity Market Risks](https://tagassoc.com/stacy-haislip-and-artisan-pm-chris-smith-discuss-current-equity-opportunities/) - Stacy Haislip interviewed Chris Smith, Artisan Focus Fund PM, on current equity market risks. https://youtu.be/18muP7UH5h0
- [Jonathan Bergman Participating in Opal's Family Office Winter Forum](https://tagassoc.com/jonathan-bergman-participating-in-opals-family-office-winter-forum/) - Jonathan Bergman will be participating in Opal Group's Family Office Winter Forum on March 23rd and 24th. Jonathan will be discussing Tracking Smart Money on the Family Office CIO/CEO Roundtable. https://opalgroup.net/conference/family-office-winter-forum-2021/
- [Jonathan Bergman Quoted in Business Insider About Non-Fungible Tokens, or NFTs](https://tagassoc.com/jonathan-bergman-quoted-in-business-insider-about-non-fungible-tokens-or-nfts/) - Jonathan Bergman, President of TAG Associates, was quoted in Business Insider on March 20, 2021, in an article about Non-Fungible Tokens, or NFTs, addressing questions about their worth as an investment option. "We have invested in plant-based protein; we think that's a trend. We have invested in cannabis; we think that's a trend," he said.
- [Jeff Tumolo, Chief Investment Strategist at TAG, Was Quoted in a Family Wealth Report Article on April 15th](https://tagassoc.com/jeff-tumolo-chief-investment-strategist-at-tag-was-quoted-in-a-family-wealth-report-article-on-april-15th/) - Jeff Tumolo, Chief Investment Strategist at TAG, was quoted in a Family Wealth Report article on April 15th examining what US investors should be focused on with regard to investment in Chinese equities. “We think there are great opportunities in absolute return and relative value strategies in China,” Tumolo said in the article, among other investment strategy
- [Ted Katramados Was Quoted in a Forbes Article on April 22nd](https://tagassoc.com/ted-katramados-was-quoted-in-a-forbes-article-on-april-22nd/) - Ted Katramados was quoted in a Forbes article on April 22nd focusing on Crypto Investing. “Frankly, if you ask me where the price of Bitcoin will be a year from now, it could be double, it could be half, probably with equal probability and that's simply not a game that we're willing to recommend to
- [Jonathan Bergman Quoted in Financial Planning Magazine August 2021](https://tagassoc.com/https-www-financial-planning-com-news-how-high-earning-professionals-from-executives-to-lawyers-can-use-their-salaries-to-build-a-mega-roth-ira-for-retirement/) - TAG Associates President Jonathan Bergman was quoted in a recent Financial Planning Magazine article about how investors can turn their Roth IRAs into mega Roth IRAs. Bergman notes that though wealthy people have Roth IRA contribution limits, there are still ways to maximize these tax-advantaged accounts. https://www.financial-planning.com/news/how-high-earning-professionals-from-executives-to-lawyers-can-use-their-salaries-to-build-a-mega-roth-ira-for-retirement
- [Jonathan Bergman Participating in 5th Annual Private Wealth East Fall Forum](https://tagassoc.com/jonathan-bergman-participating-in-5th-annual-private-wealth-east-fall-forum/) - Jonathan Bergman will be a panelist at the 5th annual Private Wealth East Fall Forum on October 28th. He will be discussing how best to take advantage of opportunistic alternative investments, particularly in the wake of the COVID-19 pandemic. Read more: https://www.marketsgroup.org/forums/private-wealth-east-forum-2020
- [Thought Leadership: Loose Fiscal and Monetary Policy](https://tagassoc.com/thought-leadership-loose-fiscal-and-monetary-policy/) - Ted Katramados, Portfolio Manager, addresses the current puzzling market environment as risk assets soar despite challenging underlying fundamentals. TAG believes inflation will increase although perhaps not in the short term. Ted includes investments to consider over the medium- and long-term. TAG_Loose Fiscal and Monetary Policy
- [Hedge Interview with Jeff Tumolo on TAG's Investment and Due Diligence Process](https://tagassoc.com/hedge-interview-with-jeff-tumolo-on-tags-investment-process/) - TAG's Chief Investment Strategist Jeff Tumolo sat down with Hedge Interview to chat about the importance of an investment diligence process and what makes our funds unique. Thank you Hedge Interview for featuring us! https://hedgeinterview.com/interviews/2019/11/25/the-importance-of-having-a-sustainable-process-tag-associates-critical-criteria-for-asset-manager-selection

## Pages

- [Homepage](https://tagassoc.com/) - This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this: Hi there! I'm a bike messenger
- [Contact Us](https://tagassoc.com/contact-us/)
- [Who We Serve](https://tagassoc.com/who-we-serve/)
- [Our People](https://tagassoc.com/about-us/our-people/)
- [TAG Associates Customer Relationship Summary](https://tagassoc.com/tag-associates-customer-relationship-summary/) - TAG Associates, LLC Customer Relationship Summary, June 30, 2020 TAG Associates LLC is registered with the Securities and Exchange Commission (SEC) as an investment adviser. Investment advisory services and fees differ and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS,
- [About Us](https://tagassoc.com/about-us/)
- [Single Family Office](https://tagassoc.com/how-we-serve-you/single-family-office/)
- [Portfolio Management](https://tagassoc.com/how-we-serve-you/portfolio-management/) - Your customized portfolio TAG believes an unbiased, objective approach to selecting investments provides the greatest possibility of success. To identify the best opportunities for your portfolio, we look across a full range of both publicly traded and private investments. As tax-aware investors, we seek to invest prudently to minimize the significant impact taxes can have
- [Approach to Alternatives](https://tagassoc.com/how-we-serve-you/alternatives/)
- [Privacy Policy](https://tagassoc.com/privacy-policy/) - Who we are Our website address is: http://localhost/clients/tag. What personal data we collect and why we collect it Comments When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection. An anonymized string created from
- [Terms & Disclosures](https://tagassoc.com/terms-disclosures/)
- [Family Office](https://tagassoc.com/how-we-serve-you/family-office/)
- [How We Serve You](https://tagassoc.com/how-we-serve-you/)
- [Our Heritage](https://tagassoc.com/about-us/our-heritage/)

## Team Members

- [Martina Weihs-Werner, CPA, TEP](https://tagassoc.com/team-member/martina-weihs-werner-cpa/)
- [Ted Katramados](https://tagassoc.com/team-member/ted-katramados/)
- [Khurram Khan](https://tagassoc.com/team-member/khurram-khan-2/)
- [Galina Portnoy, CPA](https://tagassoc.com/team-member/galina-portnoy-cpa/)
- [Shu Chen, CPA](https://tagassoc.com/team-member/shu-chen-cpa/)
- [Marta Olszak, CPA](https://tagassoc.com/team-member/marta-olszak-cpa/)
- [Veli Mursalov](https://tagassoc.com/team-member/veli-mursalov/)
- [Liza Chiu Pavlow](https://tagassoc.com/team-member/liza-chiu-pavlow/)
- [Gary Fuhrman](https://tagassoc.com/team-member/gary-fuhrman/)
- [Heather Weiser](https://tagassoc.com/team-member/heather-weiser/)
- [Thomas Blandford](https://tagassoc.com/team-member/thomas-blandford/)
- [Collin Tam](https://tagassoc.com/team-member/collin-tam/)
- [Jeffrey Tumolo](https://tagassoc.com/team-member/jeffrey-tumolo/)
- [David Basner](https://tagassoc.com/team-member/david-basner/)
- [Judith Coan Balsan, CPA](https://tagassoc.com/team-member/judith-coan-balsan-cpa/)
- [Clara Wong](https://tagassoc.com/team-member/clara-wong/)
- [Sandy Chan, CPA](https://tagassoc.com/team-member/sandy-chan/)
- [John S. Pantowich](https://tagassoc.com/team-member/john-s-pantowich/)
- [Jorge L. Gonzalez, ESQ.](https://tagassoc.com/team-member/jorge-l-gonzalez-esq/)
- [Nami S. Kim, CPA](https://tagassoc.com/team-member/nami-s-kim-cpa/)

## Categories

- [News](https://tagassoc.com/category/news/)
- [Awards](https://tagassoc.com/category/awards/)
- [Media](https://tagassoc.com/category/media/)
- [Thought Leadership](https://tagassoc.com/category/thought-leadership/)

## Team Member Types

- [Senior Leadership](https://tagassoc.com/team-member-type/senior-leadership/)
- [Family Office](https://tagassoc.com/team-member-type/family-office/)
- [Portfolio Management](https://tagassoc.com/team-member-type/portfolio-management/)
- [Firm Administration](https://tagassoc.com/team-member-type/firm-administration/)
- [Firm Technology](https://tagassoc.com/team-member-type/firm-technology/)