Aiming to reshape the wealth management landscape, the Family Office Resource Group (FORG) has announced its launch, backed by private equity firm 4100FS. This innovative venture focuses on providing tailored solutions for wealth management professionals catering to ultra-high-net-worth (UHNW) clients, addressing long-standing challenges in the industry.
Comprehensive Service Offerings
FORG plans to offer a suite of white-labeled and turnkey solutions designed to meet the unique needs of UHNW investors. Among its core offerings, the company will conduct due diligence on various investment opportunities, particularly in the alternative investment space, which has become increasingly popular among affluent clients.
In addition to investment services, FORG will provide outsourced Chief Financial Officer (CFO) services, concierge services, and accounting support. Other critical areas of focus will include business legacy planning, risk management, philanthropy consulting, and family governance—services aimed at creating a holistic approach to wealth management for families.
Leadership with Experience
Brian Weiner, the founder and CEO, has spent 25 years in the industry and also leads ExCel Global Family Office, a firm based in Boca Raton, Florida. Weiner is confident that FORG will significantly impact the wealth management sector. “We will empower wealth management professionals and service providers with solutions that differentiate their practices and deliver a first-class experience to clients,” he stated.
Daniel Bryant will serve as FORG’s executive chairman. As a principal at 4100FS, Bryant also has a rich history in the financial services industry, having founded Sheridan Road Financial before its acquisition by Hub International in 2019. His involvement in FORG emphasizes the company’s commitment to forging collaborative partnerships with firms and advisors in the wealth management space.
Addressing Market Needs
The need for comprehensive and personalized services for UHNW clients has never been more crucial, as these individuals often seek sophisticated solutions that traditional wealth management firms struggle to provide. The founders of FORG recognize that wealth management professionals must adapt to meet these demands.
Conclusion
As the wealth management industry faces challenges in serving an increasingly sophisticated client base, FORG aims to fill this gap with its innovative approach and extensive service offerings. With strong backing and experienced leadership, the Family Office Resource Group is well-positioned to disrupt the status quo and provide invaluable support to wealth management professionals navigating the complexities of ultra-high-net-worth client needs.
