TAG Associates is a leading multi-family office and portfolio management services firm managing approx. $9.5 billion of assets under management for 110 clients. TAG is consistently ranked among the largest multi-family office in the U.S. TAG is a registered investment advisor and a registered commodities pool operator.

Formed in 1983, TAG has an experienced staff of 71 including senior service coordinators, portfolio management professionals, accountants, bookkeepers and administrators.

TAG offers wealthy families and individuals the same approach to successful asset management that is employed by institutions and businesses:

-An integrated process of planning how to manage one’s assets;
-Allocating among different asset classes;
-Selecting investment managers;
-Monitoring the results and adapting to changing needs.

TAG is free of bias regarding the selection of investment managers, investment products and strategies, and thus chooses independently from the entire universe of talent.

Consulting

TAG Associates

TAG Associates' headquarters in New York, NY, United States

Galina Portnoy, CPA

Farahana Ali

John Pantowich

Nami S. Kim

This department is responsible for managing financial records, transactions, and reporting for the organization's portfolios.

Accounting Services

This department is responsible for overall strategic decision-making and governance of the organization.

Executive Leadership

This department focuses on evaluating investment opportunities and conducting market research to support financial decision-making.

Investment Analysis

This department manages and oversees all tax-related functions, ensuring compliance and accuracy in financial reporting.

Tax Department

This department manages financial transactions, bookkeeping, and administrative support to ensure efficient financial operations.

Finance Operations

This department provides strategic direction and oversight for the organization's initiatives.

TAG Associates

Org chart

Teams

Accounting Services

Executive Leadership

Investment Analysis

Tax Department

Finance Operations

Leadership

Offices

TAG Associates

Org chart

Teams

Accounting Services

Executive Leadership

Investment Analysis

Tax Department

Finance Operations

Leadership

Offices

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