In the News

Brian Weiner of Family Office Growth Partners Speaks at LATAM Family Office & Investors Summit 2026

Miami, FL | March 12, 2026

Brian Weiner, Founder and CEO of Family Office Growth Partners, was a featured speaker at the LATAM Family Office & Investors Summit 2026, held in Miami on March 11–12.

Mr. Weiner participated in the panel discussion, “Family Governance and Purpose: Aligning Legacy, Values and Capital”, where he joined fellow industry leaders to examine how family offices can effectively integrate governance frameworks with purpose-driven investment strategies. The session focused on aligning multigenerational wealth with shared values while preserving legacy and fostering long-term impact.

The LATAM Family Office & Investors Summit convened leading family offices, investors, and advisors from across Latin America and the United States, providing a platform for dialogue on emerging trends, challenges, and opportunities shaping the future of family wealth.

Mr. Weiner’s participation underscores Family Office Growth Partners’ continued commitment to advancing thoughtful governance, strategic alignment, and enduring value creation for family offices globally.

Cracking the Code on Outsourcing Family Office Functions with Brian Weiner and Lisa Castro

Family Office Exchange Podcast, FOXCast | December 11, 2025

In today’s evolving family office landscape, outsourcing is no longer just a cost-saving measure—it’s a strategic decision that shapes legacy and operations.

In Family Office Exchange’s latest FOXCast episode, Family Office Growth Partners Founder & CEO Brian Weiner and President of Family Office Services Lisa Castro share their decades of expertise guiding ultra-high-net-worth families. Key insights include:

• How to decide what to outsource vs. what to build in-house
• Best practices for vetting and selecting the right providers
• Strategies for managing vendor relationships for optimal results
  

Brian and Lisa bring unmatched perspective on how outsourcing can strengthen family office operations while preserving continuity and trust.

Listen here: Family Office Exchange Podcast

Why so many families lose wealth after one generation

Brian Weiner, Crain Currency | July 29, 2025

As the largest generational transfer of wealth in history accelerates, an unsettling pattern is playing out behind closed doors: Families with ample financial capital, experienced advisers and robust legal structures are still losing control of their wealth — and sometimes each other. The cause, more often than not, lies beneath the surface. It’s not poor investment strategy or tax inefficiency. It’s internal erosion.

We often assume that wealth preservation is a technical challenge. But seasoned advisers who work closely with ultra-wealthy families know that the greatest risks to legacy are emotional, behavioral and organizational. These threats are rarely discussed until it's too late.

In one case, a family’s succession plan unraveled when a son’s substance-abuse issues undermined their family business succession plan. In one case, a family’s succession plan unraveled when a son’s substance-abuse issues derailed his leadership of the family business. In other situations, heirs handed over too much decision-making authority to advisers who didn’t fully understand the family's dynamics. Sibling conflicts have even turned destructive when no clear governance structure was in place.

These issues are common, but not inevitable. These breakdowns are common — but not inevitable. Families who succeed in preserving wealth do so by recognizing and addressing the vulnerabilities within. Across decades of advising ultra-wealthy families, several core areas emerge where internal challenges, if ignored, can quietly dismantle a legacy.

Outsourced family office hires president with ties to former Treasury secretary

Lisa Castro has joined Brian Weiner's The Family Office Resource Group.

Sam Bojarski, Citywire | August 4, 2025

The Family Office Resource Group, an outsourced provider of family office services for RIAs, has brought on a second-in-command. 

The company has revealed the hire of Lisa Castro as president of family office services. Castro said she will work closely with the firm’s chief executive, Brian Weiner, in overseeing the company’s staff. The move follows The Family Office Resource Group’s launch in late 2024 with backing from 4100 Group Financial Services, which also backs $1.3bn Cleveland RIA GFP Private Wealth.

Castro previously worked as a family office consultant to wealthy families, experience that included working with former US Treasury Secretary Henry Paulson to set up his family office, as well as The Paulson Institute think tank. The institute is affiliated with the University of Chicago.

Investing in unprepared inheritors for lasting family wealth

As trillions change hands, global families are realising they need to invest in a new generation of heirs, often isolated from peers and lacking in self-esteem.

Elisa Battaglia Trovato, PWM | July 7, 2025

With more than $83tn in wealth poised to change hands across generations over the next two decades, according to UBS, families are discovering that sustaining wealth is not just about managing money — it is about raising grounded, emotionally intelligent heirs.

... “Most advisers don’t know how to talk about purpose or fear or entitlement,” says Brian Weiner, founder of The Family Office Resource Group. “But they might be the only adult a young person trusts. They need training.” Mr Weiner, with 25 years of experience delivering outsourced services globally, launched his firm in 2024, to provide wealth managers, lawyers and financial advisers with a full family office “platform”, delivered on a white-label basis. Services range from governance and philanthropy to citizenship, mental health and cyber security.

Do You Need a Family Office? Four Signs for the Very Wealthy

You may need a family office if you are a high-net-worth individual, because "being wealthy turns a family into a family business."

Adam Shell, Kiplinger | June 10, 2025

No doubt, financial wealth has its perks. Eight-figure-plus portfolios. Multiple homes. Expensive cars. Lavish lifestyles. Financial freedom. But family fortunes come with headaches and challenges, too. Coming up with a plan to ensure the money lasts for generations. Knowing where and how to invest. Managing risk. Dealing with family dynamics. Defending against cybercrime. Ensuring the physical safety of family members. Keeping the kids grounded.

Being wealthy turns a family into a family business. And just like any corporate CEO knows, there’s a lot of stuff that needs managing: finances; human resources; data analytics; due diligence; tax planning; legal issues; philanthropy; succession, managing intergenerational wealth. The list goes on and on. “You’re essentially running a business,” said Brian Weiner, founder and CEO of The Family Office Resource Group. “You’ve got some complexity now.” 

Next gen, new office: A wave of younger family members are going solo

Marcus Baram, Crain Currency | June 6, 2025

A new generation of family office members is forging their own path — and in many cases, that means starting their own family offices. 

Fueled by a historic wealth transfer and a desire to pursue more active investment strategies, many younger family members are eager to move beyond tradition. While still committed to preserving family legacy, they seek greater independence, flexibility and influence over how wealth is managed.

... That desire for independence, even within tight-knit families, is increasingly common, said Brian Weiner, founder and CEO of The Family Office Resource Group, a firm in Boca Raton that provides white labeled services to family offices and RIAs. It’s a “natural progression for some to want to establish some independence,” Weiner said, adding that independence doesn’t mean separation. 

Why more family offices are outsourcing the CFO and CIO roles

Marcus Baram, Crain Currency | May 28, 2025

Family offices are increasingly outsourcing two of their most important roles — chief financial officer and chief investment officer — for cost efficiency, expertise and flexibility. While they have traditionally maintained tight control over their operations and used third parties only for specialized tasks such as trust lawyers, accountants and art advisers, more offices are now doing the same for these core functions.

In general, family offices plan to outsource more operations. Roughly 62% currently outsource services related to illiquid investments, with 44% predicting a significant increase over the next three years — largely driven by the demand for more sophisticated services and a rising appetite for risk, according to a recent survey by Ocorian. Additionally, 59% outsource personal financial management, and 31% plan to increase outsourcing over the next three years. The smaller the family office’s size, the greater the percentage of outsourced work.

Putting A Dent In The Family Office Universe – Talking With Brian Weiner Of The Family Office Resource Group

We talk to the founder of a family offices business – now a year old – about revenue models, gaps in service offerings, the importance of health and wellness, and more.

Tom Burroughes, Family Wealth Report | May 20, 2025

The founder and CEO of The Family Office Resource Group – which is marking its first birthday – wants to disrupt the sector with the way it serves UHNW families. And the revenue model of the US-based firm is one of its many big differentiators, Brian Weiner says.

Based in Boca Raton, Florida, Weiner explained to Family Wealth Report that family offices have grown fast but struggle to provide all the services that families want, ranging from chief financial officer services to bill payment and concierge. 

“What differentiates The Family Office Resource Group from other providers of outsourced family office services is that The Family Office Resource Group white labels its 12 different service offerings for RIAs, law firms and CPA firms,” he said. 

5 Questions: Family offices boom while threats multiply

Mike Consol with Brian Weiner, Real Assets Adviser | May 1, 2025

Brian Weiner is the founder of The Family Office Resource Group. During his 25 years of experience, he has also built and led multiple family office-focused firms, including Allied Advisors and Excel Global Family Office.

Define the family office.

A family office is a dedicated group of highly skilled professionals and family members who work together as fiduciaries to manage and transition wealth across multiple generations. Beyond financial stewardship, these entities play a critical role in preserving the values and legacies of the families they serve.

Strategies for Family Practice CPAs – The Accounting Technology Lab Podcast – April 2025

In the April 2025 Accounting Technology Lab podcast, hosts Randy Johnston and Brian Tankersley discuss family office strategies with guest Brian Weiner, founder of The Family Office Resource Group. Weiner highlights The Family Office Resource Group’s role in supporting CPAs and advisors with governance, succession planning, and communication tools for high-net-worth families. Addressing challenges like K-1 complexity, substance abuse, and generational wealth transfer, The Family Office Resource Group empowers professionals to enhance client service amidst an evolving wealth landscape.

Multi-Generational Wealth Transfer: The Financial Records You Need for a Smooth Transition

Dawn Allcot, Yahoo Finance | March 31, 2025

An estimated $84 trillion could change hands over the next few decades. As the baby boomer generation ages, they will pass savings and assets on to their children, grandchildren and charitable organizations.

If you’ve reached retirement age, you should also have started estate planning. But you don’t have to wait that long.

“Parents should begin preparing for a future wealth transfer as soon as possible,” said The Family Office Resource Group founder Brian Weiner.

A Widening Service Gap

As the number of family offices and their demand for experienced personal service employees has grown, the talent pool feels even smaller.

Michael Thrasher, Modus | March 28, 2025

... Brian Weiner founded The Family Office Resource Group last year to offer accounting, family governance, cybersecurity, risk management and other white-labeled, outsourced services to single-family and commercial companies. It also provides them with concierge or personal services.

The Family Office Resource Group already counts eight single-family offices as clients and several wealth management and other firms that will extend its services to their clients. Weiner said he was pleasantly surprised by how quickly some of the largest accounting firms and banks have engaged his company. But he wasn't shocked; the demand for services is huge and growing.

FINTECH VIEWS: Firms and Advisors Serving UHNW Investors Have No Room for Error When it Comes to Identity Theft

Brian Weiner, Digital Wealth News | November 13, 2024

Businesses spend billions of dollars on marketing each year to, in part, build and maintain authentic connections with customers. This is why successfully confronting identity theft and beefing up cybersecurity protections have become huge priorities for every imaginable type of business.

The risks in these areas are enormous. Maintaining a customer’s trust is next to impossible if you fail to protect their personal data and expose them to financial loss. Even so, blunders like this are becoming more common.

Last year, the public filed almost six million fraud and identity theft reports with the Federal Trade Commission. That represented a 16% increase over 2022, signaling that identity-related crimes are on the rise. Meanwhile, according to a recent study, losses related to such crimes neared $54 billion and impacted over 42 million Americans in 2023.

A New Company Highlights the Compliance and Governance Implications of Serving the UHNW Segment

Launched Earlier this Month, The Family Office Resource Group Seeks to ‘Disrupt’ the Industry

Sander Ressler, AdvisorHub | October 28, 2024

In recent years, a growing cavalcade of advisors have sought to increase their appeal among ultra-high-net investors. It doesn’t take a genius to figure out why. 

For one, such clients represent an enormous opportunity that, if handled properly, could shift the fortunes of any firm. 

Secondly, the demographic is growing explosively. According to a recent report, the number of UNHW individuals grew by more than 4% in 2023 and is estimated to expand by nearly 30% over the next five years. 

Yet, it’s one thing to want to serve clients like that but quite another to actually be able to do it. A recently launched company says it can help the industry solve this complicated dynamic.

The Family Office Resource Group is led by Brian Weiner, who has decades of experience in the space. 

The Family Office Resource Group Reveals Launch And Equity Investment From 4100FS

Amit Chowdhry, Pulse 2.0 | October 16, 2024

The Family Office Resource Group officially announced its launch, along with a growth equity investment from 4100FS. The Family Office Resource Group offers a comprehensive and white-labeled family-office solution to wealth management and professional services firms that want to meet the often complex and ever-growing needs of ultra-high-net-worth (UHNW) individuals and families.

The firm’s outsourced, turnkey suite of scalable services allows wealth management professionals to leverage their existing capabilities and resources while utilizing The Family Office Resource Group offerings to exceed UHNW clients’ expectations. The Family Office Resource Group’s services are well suited for firms working with successful individuals, family businesses, and families looking to partner with a partner with a proven ability to deliver outsourced solutions and expertise seamlessly.

Deals & Recruiting Roundup: Cetera, Dynasty, Oppenheimer, Equitable, Realta And More

M&A By Cetera, Cresset, Allworth, Cerity, MAI, Robertson Stephens And Dynasty. Recruitments By Oppenheimer And Equitable Advisors. Strategic Appointments By Perigon And Realta. The Family Office Resource Group Launches To Provide Advisors With Family Office Support.

Chris Latham, Wealth Solutions Report | October 15, 2024

10. The Family Office Resource Group Launches Advisor Services Platform

The Family Office Resource Group announced its launch and investment from capital provider 4100FS. The Family Office Resource Group provides white-labeled offerings for wealth management and professionals services firms serving ultra-high net worth clientele, including outsourced CFO services, accounting, business legacy planning, risk management, philanthropy consulting, concierge services, family governance and advisory firm resources.

The Family Office Resource Group Provides Turnkey, White-Label Tech and Real Solutions to Family-Offices

DWN Staff, Digital Wealth News | October 9, 2024

More than a decade ago, turnkey asset management platforms upended the wealth management industry. A new company is trying to do something similar by making it easier for advisors and firms to offer ultra-high-net-worth investors family-office services.

The Family Office Resource Group announced its launch earlier this week. According to a press release, the company has an expansive suite of tailored solutions that advisors can white label for their own use. This includes offerings dedicated to CFO and accounting services, business legacy planning, risk management, philanthropy and family governance.

New venture seeks to bring turnkey family office-style services to firms and advisors

Alternatives Watch | October 9, 2024

Many financial advisors and firms have run into challenges when trying to serve uber-wealthy clients over the years. A new venture announced this week wants to be a part of the solution.

The Family Office Resource Group is seeking to “disrupt” the industry with white-labeled and turnkey solutions that are intended to help wealth management professionals meet ultra-high-net-worth investors’ needs. Private equity firm 4100FS is backing the company with an investment of an undisclosed amount.

Ex-InnoVise exec launches outsourced family office with PE backing

The Family Office Resource Group, backed by private equity firm 4100FS, will offer white-labelled family office services to RIAs.

Lilly Riddle, CityWire | October 9, 2024

Brian Weiner — a co-founder and former managing director of Sanctuary Wealth partner firm InnoVise Family Wealth Advisors — has launched a new outsourced family office services provider with the help of a growth equity investment from The 4100 Group Financial Services (4100FS), according to a Tuesday press release.

The firm, called The Family Office Resource Group, will provide a white-labelled family office offering to RIAs that want to shore up their services for ultra-high net worth clients.

New Firm Offers Advisors A Gateway To Serving Ultra-Rich

Karen DeMasters, Financial Advisor | October 8, 2024

The Family Office Resource Group has been created to enable advisory firms and independent broker-dealers to move into the rarified area of advising ultra-high-net-worth clients, the firm announced.

The firm will be led by founder Brian Weiner, who will serve as CEO. Weiner has 25 years of experience in supporting family office operations and financial services. Weiner has advised a global clientele on strategic family planning and succession planning while providing granular assistance on risk management, tax and accounting services.

The Family Office Resource Group Launches With Services Platform

Firm’s Offerings Are Designed To Help Advisors And Professionals Serve UHNW Clients. It Also Announced An Equity Investment From 4100FS.

Julius Buchanan, Wealth Solutions Report | October 8, 2024

The Family Office Resource Group announced its launch and investment from capital provider 4100FS. The Family Office Resource Group provides white-labeled offerings for wealth management and professionals services firms serving ultra-high net worth (UHNW) clientele, including outsourced CFO services, accounting, business legacy planning, risk management, philanthropy consulting, concierge services, family governance and advisory firm resources.

The Family Office Resource Group stated in a press release, “Investment returns are rarely the primary objective for UHNW investors. More important to this unique group are a series of other value-added services that encompass a comprehensive wealth management experience designed to bring simplicity to their complex lives.”

Family office veteran launches outsourced services platform

White-labeled family office solution aims to help ultra-high-net-worth advisors address client needs.

Leo Almazora, InvestmentNews | October 8, 2024

A newly launched platform, helmed by a veteran of the family office industry, is looking to help professionals and teams in the space fill critical gaps in their ultra-high-net-worth clients' needs.

The new platform, supported by a strategic investment from financial services-focused partner 4100FS, allows firms to access a broad range of white-labeled services and resources, from outsourced CFO services to philanthropy consulting and family governance.

The Family Office Resource Group aims to address the increasingly complex needs of UHNW individuals and families by offering comprehensive solutions that wealth managers can integrate into their practices. According to founder and CEO Brian Weiner, a respected and long-tenured family office veteran, the firm’s goal is to deliver an elevated client experience.

The Family Office Resource Group Launches To Help RIAs With UHNW Clients

The firm has a growth equity investment from The 4100 Group Financial Services, the backer of several wealth and asset management firms.

Patrick Donachie, WealthManagement | October 8, 2024

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.