TAG’s client service teams are each headed by a Managing Director. The team approach centralizes all phases of wealth management and facilitates the information exchange among the professionals (both internal and external) involved in the client’s affairs.

We live in an era of ever increasing specialization. Investment management is divided into many specialties—domestic, international, small cap, large cap, and many more. Sophisticated insurance products multiply. Legal advice is no longer delivered by a single attorney but by a well-coordinated team including specialists in corporate, income/estate tax, matrimonial and other areas of the law. TAG deals with this proliferation of specialists by integrating the best outside professionals into the client service teams.