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 proud to announce we have been shortlisted for the Private Asset Management (PAM) Awards: Best Family Office — Due Diligence Processes award. We’re excited to be recognized for such …