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Beyond
Providing valuable software and financial resources for companies and individuals on the move.

How TAG Family CFO partners with Care Managers

TAG does not provide Care Management. We seek to keep Care Managers abreast of client issues, while ensuring that finances to not become a point of strain on the client.

Value To Care Managers

  • Accounting point of contact at client
  • Knowledgeable resource to refer to for accounting needs
  • Resource for other trusted resources

Value to the Client

  • Financial Checks and Balances
  • Financial peace of mind
  • Custom reporting to family and advisers
  • Flexible pricing options

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