TAG Associates https://validator.w3.org/feed/docs/rss2.html TAG Associates Featured in the 2026 Family Wealth Report Acclaim Magazine TAG Associates Selected as a Finalist for the Multi-Family Office ($5B–$15B AUM/AUA) Family Wealth Report Award Stacy Haislip Participates in the Wealth Partnership Spring Retreat in Washington, DC How AI Is Reshaping Businesses and the Investment Landscape IRS Updates Information Requests in Cryptocurrency Examinations Active vs. Passive Investing? It’s Not An Either/Or Answer Contact Us Martina Weihs-Werner, CPA, TEP TAG Associates Continues Supporting Greenhouse Scholars Through the New Scholar Selection Process Ted Katramados Participates in the Private Credit Investor Forum in Miami TAG Associates Featured in PBC Business Quarterly Magazine TAG Associates Nominated for Two Private Asset Management Awards Neil Shapiro Participating at the Wall Street South Luncheon TAG Associates Wins PAM Award for Best Family Office Due Diligence Process Ted Katramados Who We Serve TAG Associates Wins PAM Award for Best Family Office Due Diligence Processes State of the Markets & Outlook for 2026 Jeff Tumolo Participates in 11th Annual LPGP Connect Private Debt Event Jonathan Bergman and Jake Steinberger Host Webinar with Mike Giampapa and Thomas Cowan from Galaxy Asset Management Jake Steinberger Participates in 4th Annual Carmo Companies Institutional Crypto Conference Our People Khurram Khan Part I: Unpacking the Benefits of a Multi-Client Family Office (MFO) Avoiding the Three Generation Trap The Four Tentpoles of Absolute Return Investing Part II: Global Macro Strategies Homepage TAG Associates Customer Relationship Summary Tariff Threats and the Return of Volatility Marta Olszak, CPA Shu Chen, CPA Galina Portnoy, CPA About Us Jonathan M. Bergman, CFP Quoted in Family Wealth Report Article, “Trump Turbulence: Tariffs Trouble Wealth Managers; Investment Opportunities Welcomed” Veli Mursalov Liza Chiu Pavlow Single Family Office TAG Associates Named to the Barron’s Top 100 RIA Firms List Part II: When to Make the Transition to an MFO – Identifying the Signals Part III: MFO Service Options and Onboarding – Navigating a Seamless Transition Jonathan Bergman Participating in Alternative Investments Symposium Gary Fuhrman Heather Weiser China’s Red Flags TAG Associates Ranked as One of America’s Top RIAs by Financial Advisor Magazine Portfolio Management Ted Katramados Interviewed by Hedgeweek Ahead of Their US Leadership Summit The Four Tentpoles of Absolute Return Investing Jeff Tumolo and Jonathan Bergman Host Webinar to Discuss Chinese and Japanese Economies and Markets Perspectives