There may be no more trusted adviser than an Agent to their client. A sudden or sustained change in wealth combined with a public profile leads to a necessarily complex life. TAG works with our agent partners to manage the back office, allowing our clients and partners to focus on what got them to where they are.

Value to the Agent

• Client cash management
• Visibility into client advisers and investments
• Remote access to selective data

Value to our Clients

• Independent and bonded bookkeeper
• Mobile access to data
• Due diligence on investment opportunities
• Experienced liaison to other trusted advisers