Support for your entire financial life

We simplify the complexities of your financial affairs, freeing you up to enjoy your life. TAG family office professionals have backgrounds in tax, accounting and other related financial areas. We take on a wide range of responsibilities for your family, from the time-consuming, day-to-day management of your finances to sophisticated art inventory, aviation and property management services. Our comprehensive family office services include:

Financial Management

Cash flow analyses and updates, budgeting, financial recordkeeping and reporting

Administrative Services

Bill payment, provide insurance and vendor oversight, administer banking and credit accounts, negotiate property purchases and mortgages

Tax Planning

Current tax structure analysis to identify savings opportunities, develop tax projections, prepare returns and oversee audits; report and respond to any changes in tax laws

Philanthropic Giving

Charitable structures and funding, analysis and recommendations, administer charities’ financial needs

Estate and Trust Services

Estate plan development with attorney, serve as trustee, develop and oversee distribution

Consolidated Reporting

A holistic view of your entire financial life and balance sheet that considers all your assets, regardless of where they are held