About TAG Associates
TAG Associates is a multi-family office and wealth management firm established in 1983, based in New York. The firm specializes in serving high-net-worth individuals, families, endowments, and foundations, managing approximately $9.5 billion in assets for 110 clients. With a team of 71 professionals, including certified financial planners, chartered financial analysts, and CPAs, TAG emphasizes a personalized approach to wealth management.
Min project size
50,000+
Hourly rate
50 / hr
Employees
110
Locations
United States
Year founded
Founded 1983
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