Beyond Wealth

Personal attention and customized solutions to take you further

TAG Associates is an independent, privately owned wealth management firm offering investment management and family office services to individuals, families, endowments and foundations with substantial assets.


Since our founding, our mission has been to help clients achieve their personal financial goals through customized, objective advice that balances risk management and growth of capital.


We have approximately $8 billion in assets under management across all asset classes, with significant expertise in alternative investments.


70 TAG professionals are dedicated to providing our 110 clients with the highest level of personalized service and attention.