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 over $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.
TAG Associates is pleased to announce we’ve been named one of Barron’s top 100 independent investment advisory firms of 2020. The annual ranking lists independent firms according to a number of criteria, …
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TAG Associates is proud to announce we’ve been nominated for three Private Asset Mangement (PAM) Awards. The nominations are in the categories of “Best Family Office – Due Diligence,” “Best family office …
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