Family Office Resource Group Launches To Help RIAs With UHNW Clients

Oct. 9, 2024 - Wealth Management

A newly launched firm with financial backing from the 4100 Group Financial Services purportedly offers advisors a competitive advantage when working with ultra-high-net-worth clients. The Family Office Resource Group is a family office solution for wealth management professionals and firms that want to compete for UHNW clients’ business.

And to do so requires additional resources and expertise.”Related: Is Your Client Ready to Start a Single Family Office? As part of her role, she will coordinate how 4100FS’s portfolio companies can help each other, including the RIAs who could benefit from FORG’s family office services.

Weiner has 25 years of experience in family office consulting and financial services, having managed family office needs for financial services firms, banks and specialized family offices...