Founded in 1983—TAG pioneered the multi-client family office concept. In that time the firm has established itself as a leader in the business of wealth management.

A Family Office...Managing Wealth

Founded in 1983-TAG pioneered the multi-client family office (multifamily) concept. In that time the firm has established itself as a leader in the business of wealth management.

Multifamily Office Services Offered By TAG Associates: Financial Management, Evaluate/Update Cash Flow, Create/Review Budgets, Design Financial Reporting Package, Maintain Real Time Financial Information, Administration/Controllership, Pay Bills/Collect Receipts, Provide Insurance Oversight, Negotiate Home Closings/Mortgages, Assist with Asset Purchases, Oversee Banking/Credit Relationships, Tax Planning and Compliance, Identify/Evaluate Tax Saving Opportunities, Update Tax Planning/Prepare Projections, Prepare Tax Returns and Manage Audits, Evaluate Changes in Tax Law, Estate and Trust Planning, Devise Wealth Transfer Strategies, Serve as Trustee, Design Trust Distribution Systems, Provide “Accountings”, Set investment goals and objectives, Formalize an asset allocation strategy, Provide benchmarks to measure performance, Select investment managers, Prepare portfolio reports, Continually monitor strategies and managers, Real Estate Investments, Private Financings, Strategic Advisory, Mergers & Acquisitions Advisory

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