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."
Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.
From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.
"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.
Chair also praised the passage of stablecoin legislation this week.
Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
