TAG Associates

About TAG Associates

TAG Associates is a leading multi-family office and portfolio management services firm managing approx. $9.5 billion of assets under management for 110 clients. TAG is consistently ranked among the largest multi-family office in the U.S. TAG is a registered investment advisor and a registered commodities pool operator.

Formed in 1983, TAG has an experienced staff of 71 including senior service coordinators, portfolio management professionals, accountants, bookkeepers and administrators.

TAG offers wealthy families and individuals the same approach to successful asset management that is employed by institutions and businesses:

-An integrated process of planning how to manage one’s assets;
-Allocating among different asset classes;
-Selecting investment managers;
-Monitoring the results and adapting to changing needs.

TAG is free of bias regarding the selection of investment managers, investment products and strategies, and thus chooses independently from the entire universe of talent.

Website	http://www.tagassoc.com
Employees	51-200 employees View all TAG Associates employees
Industry	Financial Services
Headquarter	810 Seventh Avenue, 7th Floor, New York, NY 10019, US
Founded	1983
Keywords	Bookkeeping, Bill Payment, Alternative Investments, Estate Planning, Investment Management, Insurance Consulting, Income Tax Planning And Preparation