TAG Associates Wins PAM Award for Best Multi-Family Office

TAG Associates LLC today announced the firm was named Best Multi-Family Office by Private Asset Management (PAM), a private wealth management industry publication.

The award was in the Under $25 billion Assets Under Management category.

David Basner, CEO of TAG said: “2023 was a watershed year for us – we opened an office in South Florida to better serve our growing base of clients there. We celebrated our 40th firm anniversary. And, most importantly, we expanded our team to keep improving upon our high level of client service.”

TAG was also Highly Commended by PAM for Best High Net Worth Investment Platform at the PAM Awards.

This marks the second year in a row that TAG won the PAM Award for Best Multi-Family Office. It also won the category of Best Investment Manager/Professional in 2023.

“We take great pride in this recognition and thank the entire team for contributing to such a meaningful award,” said Jonathan Bergman, President of TAG.

The PAM Awards “acknowledge the outstanding performance of the individuals and firms shaping the industry.” Independent industry experts judge all applications and choose the winners. The Awards dinner took place Thursday, Feb. 8th at 583 Park Avenue in New York City.

Additionally, TAG was nominated for three Family Wealth Report Awards:

  • Multi-Family Office ($5-$15 Billion AUM/AUA)
  • Private Client Investment Platform
  • Outstanding Contribution to Wealth Management Thought Leadership.

FWR will host an awards presentation in May at the Mandarin Oriental Hotel in New York City.

The Private Asset Management Awards have provided a platform for top investment professionals, wealth advisors, legal firms, consultants, and other key service providers operating within the sector to showcase incredible achievements for over two decades. The highly sought-after awards are a true seal of approval from the private wealth community and provide a launchpad for future success. The judging process, using an independent panel made up of industry experts, is based on a mixture of qualitative and quantitative performance indicators. More information about the Private Asset Management Awards is available here.