TAG Associates
Neil Shapiro is currently the Head of Family Office Practice at TAG Associates, a company founded in 1983 to provide personalized services for wealthy individuals, families, endowments, and foundations. Neil is also the Co-Founder and Managing Director and General Partner at GF Capital Management & Advisors, LLC, making growth capital private equity investments in middle market companies. With a background in accounting and financial services, Neil has held various board member positions at companies like Mansur Gavriel, Naturopathica, and Jonathan Adler. Prior to their current roles, Neil served as Vice President at Arnhold and S. Bleichroeder, Inc. and as a Supervising Senior Accountant at KPMG Peat Marwick.
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TAG Associates
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.