New UHNW Wealth Management Outsourcing Platform Comes to Market

Wealth management and professional services firms that serve ultra-high-net-worth individuals and families now have a new white-labeled client service platform to consider from the recently launched Family Office Resource Group, or FORG.

FORG’s solution delivers a “turnkey suite of scalable services” that allows wealth management professionals to deepen their existing capabilities and resources, according to the firm’s launch announcement.

The platform is well suited for wealth managers working with successful individuals, family businesses and families looking to access value-added services that “bring simplicity to their complex lives,” according to the firm, which has also announced a growth equity investment from 4100FS.

“Ultra-high-net-worth clients expect a high level of service and face unique challenges, but experts with the vast experience and skills to satisfy this unique demographic and help them overcome the challenges they face are few and far between,” said Brian Weiner, founder and CEO of FORG, in a statement.

FORG fills a void in the marketplace, Weiner said, arguing the platform helps wealth management professionals and service providers with solutions that differentiate their practices and allow them to deliver a first-class experience to clients.

Specific services available on the platform include access to an outsourced chief financial officer, outsourced accounting services, business legacy planning, risk management, philanthropy consulting, specialty concierge services, family governance support and more.

In addition to Weiner, FORG’s leadership team includes more than 20 experienced executives from a wide range of financial services backgrounds. They include industry veteran Daniel Bryant, the former founder and CEO of Sheridan Road Financial, who takes on the role of executive chairman for FORG in addition to his service as a principal of 4100FS.

Credit: Shutterstock