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The People of TAG
Intro Philosophy Client Profile The People of TAG

BIOGRAPHIES

 

PERSONNEL

 

Senior Management

2

Family Office

33

Senior Family Office Management

4

Senior Service Coordinators

7

Tax Planning/Compliance

10

Bookkeeping/Client Administration

12

Portfolio Management

22

Senior Portfolio Management

6

Reseach/Database Management

4

Portfolio Accounting                      

12

Private Equity/Real Estate              

3

Firm Administration

11

Total Firm

71

(As of March 31, 2006)

Old ledgers

As a multi-client “family office” we are very aware of the traditions we carry into today’s financial markets. Once a domain of the very rich, a “traditional” family office existed only to serve its family’s financial and administrative needs. These offices usually employed a small number of professionals, and with that family’s work as their sole endeavor, they were able to set in place fortunes that have endured for decades. TAG’s multi-client “family office” concept applies the same tradition of total dedication to each of the clients the firm serves.

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