TAG Associates is an independent wealth management firm based in New York, NY, offering personalized investment management and family office services to individuals, families, endowments, and foundations with substantial assets. With over $8 billion in assets under management, TAG Associates provides customized, objective advice to help clients achieve their financial goals through a balanced approach to risk management and capital growth.
With a team of 70 dedicated professionals, TAG Associates is committed to delivering the highest level of personalized service and attention to its 110 clients. The firm's expertise extends to alternative investments, and its exceptional performance has been recognized through prestigious awards, including the Private Asset Management PAM Awards and the Barron's Top 100 RIA Firms List.
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