Published May 12, 2023
TAG Associates LLC today announced that the firm won the 2023 Family Wealth Report Award for Best Private Client Investment Platform. The award recognizes wealth management platforms specializing in servicing the investment needs …
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Published May 3, 2023
Engage with your team of advisors to ensure the tax benefits of a successful relocation. By Neil Shapiro, TAG Associates Managing Director, Head of Family Office Services We all know clients, friends …
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Published April 26, 2023
Ted Katramados will be a panelist at the Portfolio Summits New York RIA Summit on May 4th. Ted will discuss properly sizing alternative investments in client portfolios. For more information on the …
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Published February 13, 2023
Director Ted Katramados wins Best Investment Manager/Professional; TAG Also Nominated for Three Family Wealth Report Awards TAG Associates LLC today announced that the firm won two Private Asset Management (PAM) Awards, including …
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Published February 10, 2023
Ted Katramados will be participating in Opal Group’s Family Office Winter Forum on March 9th. Ted will shares his views on Hedge Funds and Active Management. https://opalgroup.net/conference/family-office-winter-forum-2023/
Published February 7, 2023
After TAG Associates announced the opening of its office in West Palm Beach, Jonathan Bergman discussed the reasoning behind the expansion. “Even before the pandemic, we had started spending more time in …
Published January 30, 2023
JP Morgan market strategist David Lebovitz posits that stock and bond diversification will work better in 2023 compared to 2022. He also notes that hedge funds performed well in 2022. Full webinar …
Published January 23, 2023
TAG Associates today announced that the firm is opening an office in South Florida in its first significant geographic expansion outside of New York since its founding 40 years ago. The office …
Published January 3, 2023
TAG Associates LLC today announced that the firm was shortlisted for four awards sponsored by With Intelligence Private Asset Management (PAM), a prestigious private wealth management industry publication. The four award nominations …
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Published December 22, 2022
Judi Galst of Henley & Partners recently joined TAG Associates’ David Basner to discuss how Americans can become dual citizens. In this clip, Judi addresses the four main reasons why Americans seek …