TAG Associates
Finance · New York, United States · 51-200 Employees
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Overview
Headquarters
810 7th Ave Fl 7, New York City, New Yor...Phone Number
(212) 275-1500Website
www.tagassoc.comRevenue
$21.7 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About TAG Associates
TAG Associates was founded in 1983 to offer a more effective and personalized way to serve the family office and investment needs of wealthy individuals, families, endowments and foundations. As one of the first multi-family offices, TAG Associates pioneered the integrated, objective fiduciary model. Since that time, the firm has established itself as a leader in the wealth management business, with more than $8 billion in assets under management serving over 110 high net worth families.Explore more
TAG Associates Org Chart
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Activity Insights
TAG Associates is experiencing very low activity levels compared to other companies in the Finance sector.
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TAG Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about TAG Associates.
TAG Associates financials insights
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2020
Debt
$1M
TAG Associates Tech Stack
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Most Recent Scoops
Person-Based
Facilities Relocation / Expansion
Facilities Relocation/Expansion
Award
Funding
TAG Associates has received an SBA PPP loan for $1-2 million from Spring Bank, supporting the retention of 70 jobs.
Promotion
Executive Move
Executive Moves, Promotion
TAG Associates News & Media
TAG Associates Appoints Gonzalo A. Acevedo Managing Director
NEW YORK, Jan. 06, 2025 (GLOBE NEWSWIRE) -- TAG Associates LLC, a multi-family office and portfolio management services firm, today announced that Gonzalo A. Acevedo, a wealth management veteran in South Florida, has joined the firm as Managing Director.Tag Appoints JT Pierce as New Chief Growth Officer to Lead US Business Development
Pierce brings valuable agency and brand experience NEW YORK, Jan. 18, 2024 /PRNewswire/ -- Tag, the global creative production and channel activation partner to brands worldwide, announces the appointment of JT Pierce as the new Chief Growth Officer for the Tag Americas U.S. market. "We...TAG Associates Appoints Lane Fraum to Head West Palm Beach Office
NEW YORK, June 20, 2023 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that Lane Fraum has joined the firm as Director to lead TAG’s growth efforts in Florida.TAG Associates Wins Award for Best Private Client Investment Platform
NEW YORK, May 12, 2023 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm won the 2023 Family Wealth Report Award for Best Private Client Investment Platform.
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TAG Associates was founded in 1983 to offer a more effective and personalized way to serve the family office and investment needs of wealthy individuals, families, endowments and foundations. As one of the first multi-family offices, TAG Associates pioneered the integrated, objective fiduciary model. Since that time, the firm has established itself... Read More
