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TAG Associates

provides unbiased, customized financial advice to wealthy families, foundations, and endowments.

The Firm

TAG Associates is a leading multi-client family office and portfolio management services firm with more than $7 billion of assets under management. We are frequently recognized as one of the top multi-client family offices in the U.S.

TAG is an SEC-registered investment advisor and is registered with the CFTC/NFA as a Commodity Trading Advisor and a commodity pool operator.

Formed in 1983, TAG has an experienced staff of 70 employees including senior relationship managers, investment management professionals, accountants, bookkeepers, and administrators.

The Goal

TAG’s mission is to preserve and enhance its clients’ wealth from one generation to another. We constantly evaluate new developments in investment strategy, tax law, insurance, estate planning, and consider how such developments might affect our clients. The goal may be conservative but the tools are cutting edge.

The end result is a highly personal, uniquely built, customized financial plan.

The TAG Principle


Do what's best for the client.


That simple phrase represents our guiding principle. The fiduciary duty of acting in the best interest of the client is the primary reason why we, and more importantly, our clients, have succeeded over the last three decades.