Built for your needs

TAG Associates’ team of 70 professionals serves approximately 110 clients, delivering the highest level of attention and service. Our clients represent successful entrepreneurs, corporate executives, endowments, foundations and multigenerational families. Our clients value a relationship with our firm based on results, and the knowledge that we are always there to provide honest and objective advice.

Dedicated to your success

Your dedicated team is led by a relationship manager supported by the extensive investment management and family office expertise of TAG. Our team will also work with your outside advisors, including attorneys, accountants and bankers to ensure that you receive an integrated plan that addresses all of your needs. All members of your team are empowered to mobilize our resources to respond quickly and efficiently to
your requests.

Meet the team members