tag associates

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.


Looking to connect with TAG Associates? We can help.

Share a bit more with us and we will be in touch shortly.

Lead Generation - Family Offices

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)

What sets TAG Associates apart

In the media

forbes logo
bloomberg logo
yahoo finance logo
marketwatch logo
ap logo
business insider logo
private wealth magazine