TAG Bill Pay Shortlisted for the 2020 Family Wealth Report Awards

Awards showcase the best in the industry with categories focused on experts, products and services
for wealth managers, high-net-worth clients and financial institutions.

New York, NY, December 08, 2019 --(PR.com)-- TAG Bill Pay, a premier back-office accounting,
financial reporting and bill pay firm for family offices and the high-net-worth, has been named a finalist
for the seventh annual Family Wealth Report Awards.

TAG Bill Pay is one of three companies in the United States shortlisted as a finalist for the Property &
Household category which highlights an accounting service that supports family offices and the
high-net-worth community. The Family Wealth Report Awards is administered by ClearView Financial
Media, a global publisher of family office intelligence, newswires, research and reports.

“It is an honor to be nominated for this prestigious and nationally recognized award,” said Anneke
Stender, Executive Vice President of TAG Bill Pay. “Our commitment to provide excellent customer
service that is backed by a foundation of technology and bank-level security has led to our growth and
success this year,” she said.

TAG Bill Pay was nominated for the Property & Household category for their range of service offerings
to the private client community, including bill payment, recordkeeping, income and expense tracking,
cash flow reporting, vendor and mail management services.

Using a proprietary task management software system to facilitate and track bill payments, the solutions
of TAG Bill Pay are customizable for family offices or individual clients depending on their need and
complexity of transactions and reporting.

“It feels great to be recognized alongside the top service providers to the affluent community and trusted
by their advisors,” said Robert Scherer, President of TAG Bill Pay. “As we continue to build relationships
with family offices, wealth management firms and financial institutions, it is imperative to keep
expanding our technology, security features and ease of use for client satisfaction,” he said.

Winners of the Family Wealth Report Awards will be announced during the gala awards dinner to be held
at the Mandarin Oriental in New York City in March 2020.

A panel of trusted advisors will be responsible for judging the different categories. The expert panel will
use an independent process with integrity and genuine insight to choose a winner. The award winners will
demonstrate tangible achievements and showcase top class performance and innovation.

About TAG Bill Pay:

For over two decades, TAG has been helping high-net-worth families, their businesses, and family offices
achieve greater levels of financial freedom by handling their personal reporting and bill pay needs. TAG
Bill Pay offers a high-touch and high-tech approach to personal bill pay and is custom designed to meet

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the needs of the high-net-worth.

TAG Bill Pay works with clients across the country and globally. They have office locations in La Jolla
and Newport Beach, CA and New York City, New York. www.TAGBillPay.com

About Family Wealth Report:

The Family Wealth Report is published by ClearView Financial Media, which provides essential business
intelligence and up-to-date wealth management news to the global financial services sector. With a
database of 60,000 professionals, ClearView Financial Media is a real voice for private bankers, wealth
managers, and advisors in related sectors.

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Contact Information:
TAG
Sara Gilman
619-225-9322
Contact via Email
www.TAGBillPay.com
sales@teamtag.net

Online Version of Press Release:

You can read the online version of this press release at: https://www.pr.com/press-release/801153

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