TAG Associates LLC today announced that the firm was nominated for two Family Wealth Report (FWR) awards and two Private Asset Management (PAM) Awards.
One 2022 FWR nomination is for Best Multi-Family Office in the $5-$15 billion assets under management category. The other is for Stacy Haislip, TAG’s Director of Portfolio Management, who is nominated for Rising Star Under 40.
The 2022 PAM nominations are in the categories of Best Family Office – Due Diligence Processes and Best Family Office – Long-Term Investment Philosophy.
“It was another year of challenges in 2021, but our team remained focused and committed to our clients throughout, and we’re pleased with the results,” said David Basner, CEO of TAG. “Our investment team performed exceptionally detailed diligence and positioned our clients for potentially volatile financial markets this coming year and beyond. We’re proud of the whole team’s efforts, and we plan to build on all that we accomplished in 2022.”
TAG won the PAM 2021 Best Family Office-Due Diligence award, and has been nominated for numerous other PAM and FWR awards over the years.
Ms. Haislip has had significant recognition recently for her skills and accomplishments, including being named by Crain’s as one of 2021’s Notable Women on Wall Street and in 2020 as one of its Notable Women in Financial Advice.
The PAM Awards recognize outstanding achievements and the top investment professionals, wealth advisors, legal firms, consultants, and other key service providers within the U.S. private asset management industry. PAM will host a virtual awards presentation on Feb. 9th.
The FWR Awards panel utilizes independence, integrity and genuine insight during the judging process. There are over forty judges stemming from family offices, private banks, trusted advisers, consultants and other service providers. FWR will host an awards ceremony on May 4th at the Mandarin Oriental in New York City.