Family office veteran launches outsourced services platform

Family office veteran launches outsourced services platform
White-labeled family office solution aims to help ultra-high-net-worth advisors address client needs.
OCT 08, 2024

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."

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.