TAG Associates
United States of America
Multi-family office
-
Employees
-
70+
Established in 1983, TAG Associates is a pioneering multi-family office serving wealthy individuals, families, endowments, and foundations. With a focus on personalised service and an integrated, objective fiduciary model, TAG manages approximately $9.5 billion in assets for 110 clients. The firm’s innovative approach to managing clients’ financial lives encompasses more than just wealth, offering tailored solutions and dedicated support to help clients achieve their financial goals and maintain the highest level of service.
Contact
Basic info
About TAG Associates
With an experienced team of 71 professionals, TAG offers wealthy families and individuals an integrated approach to successful asset management. Their services include planning, asset allocation, investment manager selection, and result monitoring, while adapting to clients' changing needs. As a registered investment advisor and commodities pool operator, TAG maintains independence and unbiased decision-making in selecting investment managers, products, and strategies.
-
Executive Committee
David Basner (CEO), Jonathan M. Bergman, CFP® (President), Gary Fuhrman (Chairman)
In the media
