General Info

Incorporated in 1983, TAG Associates is a multi-client family office and portfolio management services company with more than $4.5 billion of assets under management. It provides financial advisory services with respect to mergers, acquisitions, divestitures and other strategic issues. The company serves individuals, families, institutions and businesses. Its staff includes senior service coordinators, portfolio management professionals, accountants, bookkeepers and administrators. TAG Associates is located in New York.