TAG Associates, LLC

Overview

TAG Associates serves families, individuals and institutions through investment management and family office services. The firm describes its work as objective, customized and comprehensive, and says it acts as a fiduciary in clients’ best interests.¹¹¹

History

TAG Associates was founded in 1983 to provide personalized advisory services to family offices, wealthy individuals, families, endowments and foundations.²

Leadership

Senior leadership includes David Basner, Chief Executive Officer, and Gary Fuhrman, Chairman.⁶

Services

Portfolio management services include customized asset allocation, active and passive management, opportunistic ideas, tax-sensitive investing, separate accounts, exchange-traded and mutual funds, alternative investments and direct investments.⁷

Family office services cover financial management, bill payment and vendor oversight, tax planning, philanthropy, estate and trust services, and consolidated reporting.⁸

TAG says it considers each client’s goals, cash flow, risk tolerance, tax circumstances, budget and nonfinancial assets, including real estate, art and closely held businesses, when developing plans.⁹

The firm reports that its research team has conducted more than 600 manager meetings annually since 2020 as part of its investment due diligence.¹⁰

What the firm offers

• Investment management
• Tax planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Private and alternative investments

Client Focus

TAG says its team of 75 professionals serves approximately 100 clients. Its clients include successful entrepreneurs, corporate executives, endowments, foundations and multigenerational families.⁴⁵

Approach

TAG reports approximately $7 billion in assets under management across all asset classes, with significant expertise in alternative investments.³

The firm emphasizes personalized advice and coordinated financial management, combining investment planning with family office support tailored to each client’s circumstances.¹⁹

By the numbers

FAQs

Related resources

• LocationMultifamily offices in New York

  This directory helps New York families and business owners see how multifamily offices differ in ownership, investment management, tax planning, and administrative support. Use it to frame questions about whether TAG Associates' stated services, including trust work, philanthropy, and private investments, match your family's needs and location.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, and related planning topics. A reader considering TAG Associates can use these materials to prepare questions about tax planning, fiduciary arrangements, philanthropy, and how investment or family office work may fit with an existing estate plan.

• Network siteFamilyOffices.com

  FamilyOffices.com provides educational resources and a community focused on single family offices and wealthy families. Its material can help an owner compare family office models, think through investment oversight and administration, and identify questions about bill pay, alternative investments, privacy, and family governance before speaking with TAG Associates.

• GuideData privacy and security with an MFO

  This MultifamilyOffices.com page outlines data privacy and security issues families may raise when an office handles financial records, tax information, trusts, and bill payment. It gives prospective TAG Associates clients a checklist for discussing access controls, information sharing, vendor oversight, and protection of sensitive family or business data.

• Similar firmsBessemer Trust
  The Abernathy Group II Family Office
  Ehrenkranz Partners

  Profiles of Bessemer Trust, The Abernathy Group II Family Office, and Ehrenkranz Partners offer comparison points for families reviewing firms on this site. Reading them alongside TAG Associates' stated services can help a New York family or business owner organize questions about investment management, fiduciary work, philanthropy, and private investments.

Sources

1. TAG Associates
2. About Us
3. TAG Associates
4. Who We Serve
5. Who We Serve
6. Our People
7. Portfolio Management
8. Family Office Services
9. How We Serve You
10. Portfolio Management
11. About Us
12. SEC Investment Adviser Public Disclosure

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.