The Family Office Resource Group (FORG) has launched with backing from The 4100 Group Financial Services, aiming to give RIAs a competitive edge in serving ultra-high-net-worth clients. Led by CEO Brian Weiner, a 25-year family office veteran, FORG will provide white-labeled services including outsourced CFO and accounting, business legacy planning, concierge services, family governance, and cybersecurity support.
FORG positions itself as a solution for wealth management professionals looking to capitalize on what Weiner calls “one of the largest transfers of wealth in the history of the world.” The firm argues that RIAs need these comprehensive family office capabilities to remain competitive, as traditional investment advice and retirement planning may no longer be sufficient for UHNW clients.