Significant wealth often brings complexity. Our independence and role as a fiduciary means that we always act on behalf of your best interests. We maintain an intentionally low client to TAG professional ratio, so we truly get to know you and fully understand your personal goals, circumstances and concerns. Experts in every area at TAG, including family office, are always quickly available to you. We are passionate about providing deeply personalized, proactive service coupled with customized investment solutions to take you further.
Our deeply held principles are core to everything we do:
Our only business and revenue source is wealth management, aligning our interests with yours and enabling us to be objective and unbiased in selecting the most appropriate family office and investment solutions that address your needs.
We search across all asset classes and global markets to identify the best opportunities for you, with deep expertise in private equity and other alternative investment products.
Our customized approach reflects your near-term cash flow requirements, as well as your longer-term goals while considering your personal situation, risk tolerance and outside investments.
We address your entire financial well-being through complete family office services and portfolio management, with a unique understanding of the connection between administering complex financial needs and the role that investments play in realizing your goals.
TAG Associates was founded in 1983 to offer a more effective and personalized way to serve the family office and investment needs of wealthy individuals, families, endowments and foundations. As one of the first multi-family offices, TAG Associates pioneered the integrated, objective fiduciary model. Our approach to helping you manage your financial life and our dedication to the highest level of service goes beyond wealth.