TAG Associates, established in 1983 and based in New York, is a private multi-family office managing over $9 billion in assets. The multi-family office specializes in coordinated financial strategies for ultra-high-net-worth individuals and families, typically serving clients with $10 million or more in investable assets.
TAG Associates distinguishes itself through an investment approach combining traditional portfolio management with alternative investments and private equity opportunities. The firm offers comprehensive services including portfolio management, tax planning, estate structuring, and family office administration. TAG maintains a high staff-to-client ratio to ensure personalized attention and detailed oversight of each family’s wealth management needs.