The Family Office Resource Group (FORG) officially announced its launch, along with a growth equity investment from 4100FS. FORG offers a comprehensive and white-labeled family-office solution to wealth management and professional services firms that want to meet the often complex and ever-growing needs of ultra-high-net-worth (UHNW) individuals and families.
The firm’s outsourced, turnkey suite of scalable services allows wealth management professionals to leverage their existing capabilities and resources while utilizing FORG offerings to exceed UHNW clients’ expectations. FORG’s services are well suited for firms working with successful individuals, family businesses, and families looking to partner with a partner with a proven ability to deliver outsourced solutions and expertise seamlessly.
FORG recognizes that investment returns are rarely the primary objective for UHNW investors. More important to this unique group are other value-added services encompassing a comprehensive wealth management experience designed to simplify complex lives.
4100FS is a strategic investor in companies across the financial services landscape, such as wealth management firms, family office service providers and asset managers. Its mission is to reshape the intersection between financial wellness and the broader financial services industry by strategically investing in client-facing and client-supporting services.
FORG’s services can also significantly augment coordination with CPAs, other tax advisory firms, and law firms – including those with a family law practice. The suite of services includes outsourced CFO services, outsourced accounting services, business legacy planning, risk management, philanthropy consulting, concierge services, family governance, and advisory firm resources.
Brian Weiner (CEO of FORG) is a well-respected and long-tenured family office veteran with deep industry expertise. He has advised a global clientele on strategic family and succession planning while providing granular assistance on risk management, tax, and accounting services.
FORG is the culmination of Weiner’s 15 years of family office consultancy experience and 25-year career in financial services. During that time, he established and managed global family office solutions for financial services firms, banks, and family offices.
The FORG leadership team also includes a diverse and profoundly experienced collection of 20 industry-leading executives from various financial services backgrounds. The Firm has offices in Boca Raton, Fla., Boston, Chicago, Dallas, Naples, Fla., New York, and Washington D.C.
Longtime industry veteran Daniel Bryant is FORG’s Executive Chairman. Bryant was also the founder and CEO of Sheridan Road Financial, which, before its sale in 2018, was ranked a top institutional investment advisory and private wealth firm in the country by Barron’s and The Wall Street Journal.
Bryant is currently a principal of 4100FS, where he leads the family office efforts. He is also a senior advisor to many organizations and serves on five corporate boards. His expertise on all issues relating to financial literacy and financial wellness has made him a sought-after keynote speaker at industry events. Bryant is also the author of the best-selling book The Financial Wellness Mandate.
KEY QUOTES:
“FORG will disrupt the wealth management industry by empowering wealth management professionals and service providers with solutions that differentiate their practices and allow them to deliver a first-class experience to clients. Ultra-high-net-worth clients expect a high level of service and face unique challenges, but experts with the vast experience and skills to satisfy this unique demographic and help them overcome the challenges they face are few and far between. FORG fills this huge void in the marketplace, with wealth management professionals now able to provide the types of value-added services these clients expect and demand.”
- Brian Weiner, Founder and CEO of FORG
“In a nod to our firm’s name, we are seeking to forge close collaborations with firms and advisors to help them deliver the type of comprehensive solutions ultra-high-net-worth clients don’t just want but demand. Investors within this demographic take a 360-degree view of their financial lives, often having priorities that transcend traditional wealth management services like investment advice, retirement income planning and insurance. Up until now, many advisors didn’t have the resources, time or expertise to address such priorities, leaving an opening for wirehouse-based private banks and independent family offices. By partnering with FORG, advisors can now serve this clientele with great skill and distinction.”
- Daniel Bryant
