A newly launched platform, helmed by a veteran of the family office industry, is looking to help professionals and teams in the space fill critical gaps in their ultra-high-net-worth clients' needs.
The new platform, supported by a strategic investment from financial services-focused partner 4100FS, allows firms to access a broad range of white-labeled services and resources resources, from outsourced CFO services to philanthropy consulting and family governance.
FORG aims to address the increasingly complex needs of UHNW individuals and families by offering comprehensive solutions that wealth managers can integrate into their practices. According to founder and CEO Brian Weiner, a respected and long-tenured family office veteran, the firm’s goal is to deliver an elevated client experience.
“Ultra-high-net-worth clients expect a high level of service and face unique challenges,” Weiner, a veteran with 25 years of financial services and family office consultancy experience, said in a statement. “Experts with the vast experience and skills to satisfy this unique demographic are few and far between.”
With locations in key wealth hotspots including Boca Raton, Naples, Boston, Chicago, and New York, the firm provides offerings designed to help wealth management professionals expand beyond traditional investment services.
FORG’s platform includes business legacy planning, risk management, concierge services, and other resources that streamline collaboration with CPAs, tax advisory firms, and family law practices. These services cater to clients seeking comprehensive wealth management solutions beyond investment returns.
Executive chairman Daniel Bryant, who also leads family office efforts at 4100FS, emphasized FORG’s focus on collaboration.
“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,” Bryant said.
FORG’s leadership team includes 20 industry veterans from various financial services backgrounds, with offices in several key US cities, including Boca Raton, New York, and Washington D.C.
while Bryant, a seasoned leader in the industry, also serves as a senior advisor to several organizations and is the author of "The Financial Wellness Mandate."
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