Judith Balsan Overview
- Firm
- TAG Associates
- Primary Position
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Managing Directo...
Judith Balsan General Information
Biography
Ms. Judith Balsan serves as Managing Director and Senior Advisor, Family Office Group at TAG Associates. She joined TAG in 2002 and has over 25 years of experience, with a specialty in tax planning/compliance and wealth transfer for high net-worth individuals. Among the many services she provides for clients are estate planning, intergenerational planning, tax compliance (including individual and gift tax), and management of family investment partnerships and foundations. Prior to joining TAG, she was tax reviewer with a mid-sized public accounting firm in New York City.
Contact Information
Address
- 810 Seventh Avenue
- 7th Floor
- New York, NY 10019
- United States
Judith Balsan Positions (1)
| Firm name | Firm type | Title | Location | Industry | Since |
|---|---|---|---|---|---|
| TAG Associates | Investor | Managing Director & Senior Advisor, Family Office Group | New York, NY | Hedge Fund |
Judith Balsan FAQs
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Who is Judith Balsan?
Ms. Judith Balsan serves as Managing Director and Senior Advisor, Family Office Group at TAG Associates.
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How much does Judith Balsan typically invest?
Judith Balsan's median deal size is .
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What is Judith Balsan’s main position?
Judith Balsan’s primary position is Managing Director & Senior Advisor, Family Office Group.
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What are the contact details for Judith Balsan?
Judith Balsan’s email address is jb and his phone number is +1 (212) .
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