Tag Associates

TAG Associates is a leading multi-family office and portfolio management firm, entrusted with over $7 billion in assets under management for approximately 100 UHNW families. Founded in 1983, TAG is an independent, privately owned Registered Investment Advisor recognized for its objective, customized advice and institutional-quality service. Our team of professionals delivers highly personalized attention, leveraging deep expertise across asset allocation, manager selection, risk management, and family office services. As fiduciaries, we act solely in our clients’ best interests, offering unbiased access to the full universe of investment managers, products, and strategies. What Sets TAG Apart: • Integrated Wealth Management: We address every aspect of our clients’ financial lives, from investment strategy and portfolio management to tax planning, estate structuring, and philanthropic giving. • Institutional Process, Individual Focus: TAG applies a disciplined institutional approach of, goal setting, asset allocation, manager due diligence, ongoing monitoring, and adaptive strategy to each client’s unique situation. • Alternative Investment Leadership: With decades of experience in private equity, hedge funds, private credit, and direct/co-investments, TAG provides clients with access to specialized opportunities and negotiates favorable terms through our scale and relationships. • Comprehensive Reporting & Technology: Clients benefit from consolidated, cloud-based portfolio reporting and a dedicated NYC based service team. • Family Office Services: We deliver strategic advice and hands-on execution for complex family, financial, and business matters, alongside comprehensive financial administration TAG Associates is consistently recognized by industry peers and publications for excellence in multi-family office services, due diligence, and investment platform innovation.