TAG Associates Email Format

Investment ManagementNew York, United States51-200 Employees

TAG Associates is a New York City–based investment management firm that provides multi-family office and portfolio management services for ultra-high-net-worth families, overseeing more than $7 billion in assets for about 100 client families. As an independent, privately owned Registered Investment Advisor, it offers objective, customized guidance and institutional-quality service, operating as fiduciaries who act in their clients’ best interests. The firm emphasizes integrated wealth management that spans investments, tax planning, estate structuring, and philanthropic giving, supported by an institutional process and a dedicated NYC-based service team.

Its professionals draw on experience in asset allocation, manager due diligence, risk management, and family office services to grant clients access to a broad universe of investment managers and strategies, including alternatives such as private equity, hedge funds, and private credit. Founded in 1983 and with a growth milestone marked by opening an office in Florida in 2023, TAG has earned recognition from industry peers for excellence in multi-family office services, due diligence, and investment platform innovation.

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