Live and Give Financial

The office's capital base is anchored in a New York-licensed insurance agency operated by President Jonathan M. Bergman. This creates a recurring revenue stream from insurance commissions and advisory fees that feeds the investment portfolio, rather than relying solely on a legacy liquidity event.

The insurance agency and the family office are operated concurrently by Bergman. The insurance practice generates operating cash flow and relationships that inform the office's investment sourcing, creating a private-capital structure where the operating business and investment entity are functionally linked.

While the firm has not published a specific mandate for insurance-linked strategies, the insurance operating core makes risk-transfer, reinsurance, and insurance-services private equity natural areas of adjacency. Bergman's licensing and industry relationships provide proprietary insight into these markets.

Live and Give Financial is structured as a single-family office serving the Bergman family. There is no public indication that the office accepts outside capital or operates a multi-family-office platform.

The name 'Live and Give Financial' signals an intentional linkage between wealth accumulation ('Live') and charitable distribution ('Give'). While the office has not publicly disclosed a foundation structure or grant-making totals, the branding suggests donor-advised fund activity or structured giving integrated into the family's wealth-planning framework.