provides unbiased, customized financial advice to wealthy families, foundations, and endowments.
DOING RIGHT BY CLIENTS
– ProfileMagazine.com, October 2012
David Basner of TAG Associates discusses embracing entrepreneurship, his role models, offering objective advice.
BERGMAN JOINS TAG
– RIABIZ, August 2012
Jonathan Bergman profiled following his jump to TAG Associates.
The TAG Effect
– TheSuit.com, December 2011
Tag Associates CEO David Basner earns his money the hard way: good old-fashioned financial investing.
TAG'S GROWTH CURVE
— HFM Week, November 2009
CEO Stanley Pantowich talks to HFM Week about TAG's investment strategy.
AT THE TOP
— Wealth Manager, July 2009
TAG's David Basner interviewed for an annual report in which TAG is ranked 2nd in average AUM per client.
ADVISE — AND CONSENT
— Barron's, February 21, 2005
Financial advisers to the super-rich pick up where private banks leave off.
FINDING THE PERFECT FIT
— Worth, December 2004
Five families share the lessons they learned during their searches for their ideal wealth advisors.
ALL IN THE FAMILY
— Bloomberg Wealth Manager, November 2003
TAG is one of three family offices profiled in this examination of what makes a family office successful.
FAMILY OFFICE JOINS FORCES WITH ACCOUNTANT
— FundFire, April 2003
TAG Associates joins forces with Eisner LLP to form a new entity, TAG/Eisner LLC.
— Worth, December 2002
TAG's Stanley Pantowich interviewed for an article about the diverse nature and history of family offices.
THE MULTI-FAMILY OFFICE MANIA
— Trusts & Estates, November 2002
Based on assets managed and experience, TAG is rated 5th in Family Office Exchange's ranking of the top 10 multi-family offices.
MONEY CHANGES EVERYTHING
— Bloomberg Wealth Manager, October 2002
TAG cited as an example of a family office designed from its beginnings to be "multi-family".