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Personal bill pay service that you can count on.

Whether you are a high-net-worth family or busy professional with multiple properties and a diverse set of monthly and quarterly bills, the right personal bill pay service should conform to you. Here are real success stories from satisfied clients who count on TAG to manage an array of household expenses, accurately and reliably.

Bringing Greater Organization to a Retiree’s Financial Affairs

Widow who is a retired professional with accumulated wealth and real estate investments. The client was seeking a reliable and professional firm to manage her complex financial affairs by handling the payment of general bills, overseeing household staff payroll and tracking of rental properties.

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TAG’s Bill Pay Resource is an Extension to a Family Office Team

An established single family office was looking to outsource their bill pay as it became a more tedious and time-consuming task for the family office team. They wanted to increase operational efficiency and focus on investment services.

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UHNW Business Owner

An ultra-high-net-worth (uhnw) business owner and investor with multiple companies, rental properties, existing holdings and a luxury yacht. This entrepreneur recently sold one of his businesses and needed help with his personal accounting, tracking of income, cash flow reporting and bill pay. As he started to invest in additional companies, he was also looking for an outsourced accounting resource to help with GAAP compliant financial statements for his new investments.

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More Quality Family Time Through Outsourcing Bill Pay to TAG

High-net-worth family who own several successful companies, real estate investments and a collection of vacation homes.The piles of mail, bills and daily deadlines kept growing and the family needed a resource to handle the payment of bills and tracking of cash flow.

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Take the First Step

Request a consultation to learn how TAG Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.