Speeches & Presentations

Stanley H. Pantowich, Managing Director and CEO of TAG Associates Co-Chaired the Family Office Forum in Chicago, Illinois in June of 2002.

Mr. Pantowich served as a panelist in the opening discussion, “The Evolving State of the Industry”, and delivered a presentation entitled “Why Fund of Funds? Why Absolute Return?”

Download the presentation (PDF/680K)

 

TAG In the Press

Advise — And Consent — Barron’s, February 21, 2005 (PDF/129K)
Financial advisers to the super-rich pick up where private banks leave off.

Finding The Perfect Fit — Worth, December 2004 (PDF/2.1MB)
Five families share the lessons they learned during their searches for their ideal wealth advisors.

Multi-Family Offices Hit $170B In Assets — FundFire, August 2004 (PDF/217K)
TAG is ranked 4th in assets under management in New York, 11th in the USA in FundFire’s statistical analysis of the family office industry.

All In The Family — Bloomberg Wealth Manager, November 2003 (PDF/358K)
TAG is one of three family offices profiled in this examination of what makes a family office successful.

Family Office Joins Forces With Accountant — FundFire, April 2003 (HTML)
TAG Associates joins forces with Eisner LLP to form a new entity, TAG/Eisner LLC.

Family Matters — Worth, December 2002 (PDF/1.96MB)
TAG’s Stanley Pantowich interviewed for an article about the diverse nature and history of family offices.

The Multi-Family Office Mania — Trusts & Estates, November 2002 (PDF/873K)
Based on assets managed and experience, TAG is rated 5th in Family Office Exchange’s ranking of the top 10 multi-family offices.

Money Changes Everything — Bloomberg Wealth Manager, October 2002 (PDF/732K)
TAG cited as an example of a family office designed from its beginnings to be “multi-family”.