TAG, Southern California’s premier outsourced accounting consultancy, announced recently that it has opened a Family CFO office in Rancho Santa Fe. The address is 16904 Via Santa Fe, and the effective day of the opening was Sept. 24.
Anneke Stender, vice president of TAG, said “the new office solidifies our goal of having a physical presence in, and being an active member of, our clients’ communities. Elaine Leach will be heading up the office and we look forward to her not only contributing to our clients’ success, but also contributing to the Rancho Santa Fe community.”
TAG’s Family CFO practice excels in high net worth accounting and financial consulting by applying a controller-level’s financial insight to managing personal finances. TAG Family CFO works in partnership with the wealth manager, CPA and attorney to ensure the highest quality data and financial reporting for their clients’ planning needs.
TAG currently has 35 employees and is headquartered in La Jolla. The company, which was originally founded in 1996, plans on adding an office in Orange County in 2013. For more information, visit www.teamtag.net.