Tag Associates LLC

Overview

TAG Associates Florida, LLC is registered with the Securities and Exchange Commission as an investment adviser.³ TAG Florida serves as an overall portfolio manager.⁴ TAG Associates describes itself as an independent, privately owned wealth management firm offering investment management and family office services.¹⁵ Its stated client groups include individuals, families, endowments and foundations with substantial assets.⁶

The firm reports approximately 100 clients served by 75 professionals.⁷ Its offices are listed in New York, New York; West Palm Beach, Florida; and Ketchum, Idaho.⁸

History

TAG Associates was founded in 1983.⁹ The firm announced that it was named Best Multi-Family Office by Private Asset Management.¹⁰

Leadership

David Basner is Chief Executive Officer, and Gary Fuhrman is Chairman.¹¹¹² Jeffrey Tumolo is Managing Director, Chief Investment Strategist.¹³ John S. Pantowich is Managing Director.¹⁴ Jorge L. Gonzalez, ESQ. is Managing Director, Fund Administration, TAG In-House Counsel.¹⁵

Liza Chiu Pavlow, Veli Mursalov, Ted Katramados and Clara Wong are Managing Directors.¹⁶ Martina Weihs-Werner, CPA, TEP; Nami S. Kim, CPA; Judith Coan Balsan, CPA; and Galina Portnoy, CPA are Managing Directors.¹⁷

Services

TAG evaluates financial needs, risk tolerance, goals and asset allocation.¹⁸ It recommends and monitors third-party managers, including hedge funds, private equity funds, mutual funds and discretionary managed accounts.¹⁹ TAG Florida provides financial management, financial planning, tax-related and administrative/controllership services.²⁰

The firm develops plans covering growth, income, risk tolerance, tax circumstances and budgeting, including nonfinancial assets such as real estate, art and closely held businesses.²¹ Its team model uses a relationship manager supported by investment-management and family-office specialists and coordinates with outside attorneys, accountants and bankers.²²

What the firm offers

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

Client focus

TAG says it serves successful entrepreneurs, corporate executives, endowments, foundations and multigenerational families.²³

Investment philosophy and approach

TAG’s mission is to help clients meet personal financial goals through customized, objective advice balancing risk management and capital growth.²⁴ The firm says it acts as a fiduciary and serves clients’ best interests.²⁵ Its stated principles are objectivity, access, customization and comprehensive service.²⁶ TAG says it searches across asset classes and global markets, with expertise in private equity and other alternative investments.²⁷

FAQs

Related resources

• LocationMultifamily offices in New York

  The New York multifamily offices page gives a point of comparison for a family considering wealth management providers in different regions. It can help Florida based families and business owners think about service models that combine investment management, planning, administration and private investments.

• Network siteCapitalGainsTax.com

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• Network siteFamilyOffices.com

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• GuideMultifamily office fees

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Sources

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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.