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TAG Associates

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

Newsroom

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.

FAMILY MATTERS — 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".