Judith Balsan

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.