TAG Associates Featured in Acclaim Magazine – The Tenth Annual Family Wealth Report Awards Finalists & Winners 2023

The Tenth Annual Family Wealth Report Awards Finalists

In May, TAG Associates won the 2023 Family Wealth Report Award for Best Private Client Investment Platform.

In the recent issue of Acclaim Magazine, which recognizes leaders across the global wealth management industry, Jonathan Bergman and David Basner attribute TAG’s success to the firm’s diligence team.

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme. The annual Family Wealth Report Awards recognize the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.