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PRESS RELEASE

Family Office Resource Group Launches To Help RIAs With UHNW Clients

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.

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PRESS RELEASE

Former Dakota Executive Carina Diamond Joins $1.7B RIA Gries

Industry veteran Carina Diamond has joined Cleveland-based Gries Financial Partners ($1.7B AUM) as chief growth officer, taking on the same role for parent company The 4100 Group Financial Services. In this newly created position, Diamond will focus on organic growth initiatives, succession planning, and talent development across 4100FS’s portfolio companies, which include Bull Harbor Capital, Family Office Resource Group, and Red Cedar Investment Management.

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