Join host Rob Herman as he speaks with Jackie Congedo, CEO of the Nancy & David Wolf Holocaust & Humanity Center, about her inspiring journey from broadcast journalism to nonprofit leadership. Congedo shares insights on building bridges between communities, the unique approach of the Holocaust & Humanity Center, and how the lessons of this difficult history can inspire action in today’s world. Learn how her background in storytelling and community relations has shaped her mission to promote “upstanding” behavior in an increasingly divided society.
Listen
4100FS News
FORG Expands Client Roster, Strengthening Leadership in Family Office Solutions
Family Office Resource Group (FORG), a leading provider of white-labeled family office solutions, has announced a significant expansion of its client portfolio with the addition of several prestigious firms including Bull Harbor Capital, Fountainhead Advisors, Gries Financial Partners, and VFO Consulting Group. This growth reinforces FORG’s position as a trusted leader in delivering comprehensive services that wealth management professionals can offer to their ultra-high-net-worth clients without building costly in-house infrastructure.
Continue ReadingFORG Addresses Critical Talent Gap in Family Office Services Market
North America is home to approximately 3,550 single-family offices, with more than two-thirds of them established in the past 25 years, according to Deloitte. This rapid growth has created a talent shortage, as demand for experienced service professionals now significantly exceeds the available supply.
Continue ReadingEpisode 6: Finding Purpose After Loss with Gary Henson
In this episode of SuperPerformers, host Rob Herman speaks with Gary Henson, CFA and founding managing partner of 503 Capital Partners, about his journey through financial services, entrepreneurship, and personal tragedy. From his early career in banking to co-founding and leading successful investment firms, Henson shares candid insights on resilience, risk-taking, and finding purpose after a profound loss. His story demonstrates how volatility—both professional and personal—can ultimately lead to a clearer vision and deeper impact.
ListenEpisode 5: Building Cincinnati’s Soccer Legacy with Jeff Berding
In this episode of SuperPerformers, host Rob Herman speaks with Jeff Berding, president and co-CEO of FC Cincinnati, about his journey from civic leadership to co-founding and leading one of Major League Soccer’s most successful expansion teams. From his early days working on Capitol Hill and serving on Cincinnati’s City Council to transforming the city’s sports landscape, Berding shares insights on entrepreneurship, community development, and building a winning organization from the ground up.
ListenFORG, CourMed Alliance Advances Healthcare Solutions for Ultra-High-Net-Worth Clientele
Family Office Resource Group (FORG) has announced a strategic partnership with CourMed, further expanding its platform designed to give wealth management professionals a competitive advantage in serving ultra-high-net-worth (UHNW) clients. The collaboration adds premium healthcare solutions to FORG’s suite of white-labeled services, which includes outsourced CFO services, family governance, and cybersecurity support. This strategic expansion enables RIAs and family offices to deliver sophisticated healthcare offerings to their UHNW clients without the burden of building costly in-house infrastructure.
Continue ReadingServing an Ultra-High-Net-Worth Audience: Insurance Premium Considerations
As Brian Weiner, founder and CEO of the Family Office Resource Group (FORG) explains, “As people have more wealth, they buy more expensive things. And those expensive things require higher insurance premiums, and more coverage.” The relationship between wealth and insurance needs has become increasingly complex, with liability settlements rising 57% over the past decade.
Continue Reading