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About TAG
Intro Philosophy Client Profile The People of TAG

THE FIRM

TAG Associates is a leading multi-client family office and portfolio management services company with approximately $6.0 billion of assets under management. In a recent survey by the Family Office Exchange, TAG was ranked the eighth largest multi-client family office in the U.S. TAG is a registered investment advisor and a registered commodities pool operator.

Formed in 1983, TAG has an experienced staff of 71 including senior service coordinators, portfolio management professionals, accountants, bookkeepers and administrators.

TAG’S ‘TRUSTED ADVISOR’ PHILOSOPHY

Comprehensive Approach

TAG offers wealthy families and individuals the same approach to successful asset management that is employed by institutions and businesses:

  • an integrated process of planning how to manage one’s assets;
  • allocating among different asset classes;
  • selecting investment managers;
  • monitoring the results and adapting to changing needs.

Unbiased Services

TAG is free of bias regarding the selection of investment managers, investment products and strategies, and thus chooses independently from the entire universe of talent.

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

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old Ledgers

When we founded TAG in 1983, the multi-client family office was a relatively new and somewhat unproven concept. Over the years, our independence, our steadfast commitment to our clients’ success, and our continued growth have allowed us to fine tune the process of managing wealth. In the end, though, this enterprise is solely people driven. Maintaining the wealth of this generation for future generations is at the heart of every decision we make.

Stanley H. Pantowich
Mark L. Friedman (standing)
Robyn S. Transport (right)

75 Rockefeller Plaza • New York, New York 10019 • Telephone: 212.275.1500 • Fax: 212.275.1510
Copyright © 2002 TAG Associates LLC. All Rights Reserved.