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TAG Associates

provides unbiased, customized financial advice to wealthy families, foundations, and endowments.

Family Office Services

TAG provides personal financial management to a select group of wealthy families. If it touches our clients’ personal financial lives, we can assist.

Our clients can expect the same level of service and dedication that single family offices provide their families with the added benefit of observed best practices across our client universe.

Below is a list of select Family Office Services we provide:

Financial Management

  • Evaluate/Update Cash Flow
  • Create/Review Budgets
  • Design Financial Reporting Package
  • Maintain Real Time Financial Information

Tax Planning and Compliance

  • Identify/Evaluate Tax Saving Opportunities
  • Update Tax Planning/Prepare Projections
  • Prepare Tax Returns and Manage Audits
  • Evaluate Changes in Tax Law


  • Pay Bills/Collect Receipts
  • Provide Insurance Oversight
  • Negotiate Home Closings/Mortgages
  • Assist with Asset Purchases
  • Oversee Banking/Credit Relationships

Estate and Trust Planning

  • Devise Wealth Transfer Strategies
  • Serve as Trustee
  • Design Trust Distribution Systems
  • Provide "Accountings"

Aviation Management

  • Coordinate Structuring To Reduce Tax Expense
  • Monitor Budgets and Cashflow for Client Aircraft Partially Leased
  • Ensure Filings and Procedures Comply With IRS and FAA Requirements
  • Selection of Aircraft Based on Client-specific Requirements