TAG Associates is a leading multi-family office and portfolio management services firm managing approximately $8 billion in assets for 110 clients. It offers wealth management, family office services, and investment management, leveraging an unbiased, objective approach.
1983
Privately held
Tailored to individual client risk preferences, balancing risk management with capital growth.
New York, Ny, United States
About
Mission
To help clients achieve their personal financial goals through customized, objective advice that balances risk management with capital growth.
Values
Objectivity, Access, Customization, Comprehensive Service
Participant Demographics
Serving high-net-worth individuals, families, endowments, foundations, and multigenerational families.
Track Record
Team Experience
Team of 70+ professionals, including senior service coordinators, portfolio managers, and accountants.
Notable Achievements
Recognized as Best Multi-Family Office by Private Asset Management (PAM) and included in Barron’s Top 100 RIA Firms list.
Project Track Record
Manages $3 billion in alternative assets as of December 31, 2023.
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New York, Ny, United States
Legal & Compliance
SEC
No legal or disciplinary history.
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