TAG Associates Wins PAM Award for Investment Due Diligence
NEW YORK, March 01, 2022 (GLOBE NEWSWIRE) — TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced it has won Best Family Office – Due Diligence Processes at the 2022 Private Asset Management (PAM) Awards.
This is the second consecutive year that TAG has been recognized for its investment due diligence, having won the same PAM award in 2021.
“With everything that has changed in the investment world over the past two years, we are grateful for this recognition and proud of our demonstrated ability to adapt and adjust our processes,” said David Basner, CEO of TAG . “The past year has been dedicated to preparing and positioning clients for volatile global markets and complex global economic issues.”
“Our team has continued to scout the world for highly differentiated niche investment strategies. Despite the ongoing pandemic, we have held over 700 manager meetings each year, on average, for the past three years. she was required to do her due diligence from a distance, our team showed incredible care and attention.
TAG’s entire research and due diligence program is carried out in-house, using a procedure designed to highlight the strengths and weaknesses of investment ideas through vigorous study and consensus building. between members of the investment team.
TAG has been nominated for numerous other PAM and Family Wealth Report and other industry awards over the years.
About TAG Associates (www.tagassoc.com)
TAG Associates was founded in 1983 to provide a more efficient and personalized way to serve the family office and investment needs of high net worth individuals, families, endowments and foundations. As one of the first multi-family offices, TAG Associates pioneered the integrated and objective fiduciary model. Since then, the firm has established itself as a leader in wealth management, with over $8 billion in assets under management serving more than 110 high net worth families.