This milestone underscores FORG's reputation for delivering exceptional family office solutions and reinforces its commitment to driving success for its partners.
BOCA RATON, Fla., March 28, 2025 -- The Family Office Resource Group (FORG) is excited to announce a series of high profile clients who have joined its growing portfolio - reinforcing its reputation as a trusted leader in family office solutions. Among the list of clients include leading firms such as Bull Harbor Capital, Fountainhead Advisors, Gries Financial Partners and VFO Consulting Group.
FORG will provide these partners with a range of services ensuring the firms benefit from efficiency, innovation, and scalability. The company's ability to empower wealth management professionals with a range of family office solutions that meet the complex needs of their UHNW clients enables these firms to deliver exceptional service and stand out in a highly competitive marketplace.
"These partnerships represent more than just business growth—they are a testament to the trust and impact we've built in the industry," said Brian Weiner, Founder of FORG. "We are excited to collaborate with these prominent firms in providing them with the strategic counsel, expertise and solutions to meet the expanding needs of their UHNW clients and to stay ahead in an evolving financial landscape."
FORG provides white-labeled solutions that equip wealth management professionals with the expertise and resources that can be cost prohibitive to provide in-house, but are in-demand among their clients – such as CFO services, family governance, personal concierge, bill pay, health & wellness, and more. "FORG is the ideal fit for us as our UHNW clients consistently ask us for support with other aspects of their lives," said Vince Annable, Founder and CEO of VFO Consulting Group. "By working with FORG, we are able to provide additional services that meet and exceed the needs of our clients."
FORG's team includes a diverse group of 20 industry-leading executives, with over 100 years of combined experience supporting wealthy families and family offices. The firm operates from offices in Boca Raton, Fla., Baltimore, Chicago, Dallas, Naples, Fla., New York, and Washington, D.C. To learn more about FORG, please visit www.forgfo.com.
About The Family Office Resource Group
The Family Office Resource Group ("FORG") provides comprehensive family office solutions to support wealth management professionals seeking to deepen and fortify relationships with their ultra-high-net-worth clients on a white-label basis. FORG enables firms to create deeper relationships by delivering unparalleled family office level solutions without the burden and cost of internal infrastructure constraints. FORG also caters to family offices, households, and businesses by providing scalable outsourced solutions to solve the complexities of this growing demographic.
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