TAG Associates

Overview

TAG Associates is a multi-family office and portfolio management firm based in New York, specializing in personalized wealth management for high-net-worth individuals and families. Founded in 1983, the firm manages over $7 billion in assets for approximately 100 ultra-high-net-worth families. As an independent, privately owned Registered Investment Advisor, TAG Associates offers objective, customized advice and institutional-quality service. The firm's team delivers highly personalized attention, leveraging deep expertise across asset allocation, manager selection, risk management, and family office services. As fiduciaries, they act solely in their clients' best interests, offering unbiased access to a full universe of investment managers, products, and strategies. TAG Associates addresses every aspect of clients' financial lives, from investment strategy and portfolio management to tax planning, estate structuring, and philanthropic giving. They apply a disciplined institutional approach to each client's unique situation, including goal setting, asset allocation, manager due diligence, ongoing monitoring, and adaptive strategy. With decades of experience in private equity, hedge funds, private credit, and direct/co-investments, TAG Associates provides clients with access to specialized opportunities and negotiates favorable terms through their scale and relationships. Clients benefit from consolidated, cloud-based portfolio reporting and a dedicated New York-based service team. The firm is consistently recognized by industry peers and publications for excellence in multi-family office services, due diligence, and investment platform innovation.

Investment Focus

• Minimum investable assets of $10 million