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TA Associations – The Private Wealth Management Group

by Chethan G

The Wealth Enhancement Group, a private wealth management company run by TA Associates, supervises over $19 billion in client investments, which is the largest concentration of private wealth in any one city in America. The company is a division of TA Associates, an international investment management firm.

TA Associates is a private, independent company whose main business is managing private wealth. TA Associates has its headquarters in Santa Monica, California and branches throughout the world, including in London, Hong Kong, Tokyo, and Singapore.

In addition to its wealth management service, TA Associates manages other investments for its clients, including real estate, corporate equities, and insurance. TA Associates has been in the private wealth management business for thirty-five years. The company provides financial consulting services, wealth investment advice, tax planning, and asset protection. The company was founded by William Edward Tai.

Tai is also a member of the board of trustees of the National Association of Securities Dealers. In order to become a member, Tai had to first complete a master’s degree at the University of Michigan Law School.

TA Associates is the creator of the Private Wealth Management Act of 1996, which was designed to protect investors from unfair or negligent actions of their private wealth managers. The Private Wealth Management Act requires the private wealth manager to obtain a certificate from an authorized state agency.

The Private Wealth Management Act also requires private wealth managers to be licensed by the Department of Business and Professional Regulation. Private wealth managers are also required to meet federal financial reporting and accounting requirements. According to TA, the Private Wealth Management Act was designed to increase the level of protection for private wealth by making sure the wealthy are not “taken advantage of” by their wealth managers.

As of this time, TA Associates has no direct investments with Wealth Enhancement Group or other TA associates. However, TA Associates does invest in the stock market via the Wealth Enhancement Group and a variety of other companies that have a business relationship with TA.

TA Associates does provide financial consulting services and retirement planning services to its clients and employees, as well as estate planning and other investment management services. In the United States, TA Associates is licensed to practice as an estate planning and financial management agency. In addition, TA has representatives in many states as fiduciaries who can act as private citizens, providing investment and/or estate planning advice to the company and its clients, and on various state securities regulatory bodies.

TA Associates is accredited with the National Association of Securities Dealers (NASS). The NASS certifies that TA associates members meet certain minimum standards of practice in the areas of financial planning and investment management.

TA Associates is a member of the Private Investors Group, Incorporated (PIIG). The Private Investors Group provides private funding to the private wealth management and private investment groups that are members of the Private Investors Group.

TA Associates also has affiliations with the National Council for Behavioral Insurance Standards (NCBI) and is a member of the National Association of Insurance Commissioners (NAIC). Both of these groups are important sources for information about the private wealth management and private investment management industry.

TA Associates also provides accounting and financial management support to clients in its private wealth management and private investment management business. TA also provides consultation to its clients on a variety of financial, asset and estate planning matters. TA Associates is not affiliated with any governmental associations or agencies, although TA members can become members of NASD, NAIC, and NACC as long as they are members of the private wealth management and private investment management community.

TA Associations currently has offices in San Francisco, California, New York, and London, England. Its registered agent is located in Austin, Texas. TA also has a Web site which is accessible at: Wealth Enhancement Group.


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