Family Office Growth Partners

Wins Best Lifestyle Management Firm

at the Private Asset Management (PAM) Awards

NEW YORK, NY,  Feb. 6, 2026 — Family Office Growth Partners today announced that it has been named Best Lifestyle Management Firm at the Private Asset Management (PAM) Awards, held in New York City. The award recognizes excellence among leading firms serving the private wealth and family office community.

The PAM Awards are widely regarded as a benchmark of achievement within the global private asset management industry, honoring organizations that demonstrate outstanding performance, innovation, and client service.

This recognition highlights Family Office Growth Partners’ continued commitment to supporting advisors and affluent families with scalable, highly personalized solutions. The firm is dedicated to addressing the evolving complexities faced by highly successful individuals and multigenerational families, delivering exceptional value and peace of mind through hands-on, white-label expertise, comprehensive bespoke family office services, and an insourced approach that brings operational simplicity.

“Receiving this honor from PAM is a meaningful milestone for our firm,” said Brian Weiner, Founder & CEO of Family Office Growth Partners. “It reflects the dedication of our team and the trust our clients place in us to deliver thoughtful, seamless support across every aspect of their lives.”

The firm extends its sincere appreciation to its clients and partners for their continued confidence, and to its team members whose commitment to excellence made this achievement possible.

Family Office Resource Group Is Now

Family Office Growth Partners

A New Name, the Same Commitment to Excellence

Boca Raton, Florida, (October 21, 2025) - The Family Office Resource Group, a provider of outsourced family office services to RIAs, ultra-high-net-worth (UHNW) families and family offices, announced that, effective immediately, it will be operating under a new name, Family Office Growth Partners. This exciting change marks a significant milestone in the company’s journey.

“Our new name represents our broader vision for the future and the expanded possibilities ahead for our company and our clients,” shared Brian Weiner, founder of Family Office Growth Partners. “While our name is changing, our dedication to delivering exceptional products and services remains stronger than ever.”

Family Office Growth Partners provides white-labeled solutions that equip wealth management professionals, UHNW families and family offices with expertise and resources to solve for the growing needs that come with increased wealth and complexities including: CFO & Bill Pay; Governance & Legacy; Family Health & Wellness; Philanthropy & Social Impact; Concierge Lifestyle Management; Risk Mitigation & Cybersecurity; Trustee Services; and Real Estate Acquisition & Financing.

The team includes a diverse ensemble of 20 industry-leading executives, with over 100 years of combined experience supporting wealth management firms, UHNW families and family offices. The firm operates from offices in Boca Raton and Naples, Florida,  Baltimore, Chicago, Dallas, New York and Washington, D.C. 

About Family Office Growth Partners

Family Office Growth Partners offers the first global, in-sourced family office model of its kind — simplifying services for UHNW families by delivering comprehensive solutions through a personalized, white-label approach. While wealth advisors focus on financial growth, we complement their work by providing operational discipline, efficiency, and legacy protection across generations.

Our suite of solutions includes CFO & Bill Pay, Governance & Legacy, Family Health & Wellness, Philanthropy & Social Impact, Concierge Lifestyle Management, Risk Mitigation & Cybersecurity, Trustee Services and Real Estate Acquisition & Financing. By unifying these functions under a single point of contact, we streamline workflows, reduce costs, and ensure consistent execution, all within a transparent flat-fee structure. For more information about Family Office Growth Partners, visit our webpage at www.familyofficegp.com.

 LISA CASTRO JOINS THE FAMILY OFFICE RESOURCE GROUP AS PRESIDENT OF FAMILY OFFICE SERVICES

AMID BROADER LEADERSHIP EXPANSION

BOCA RATON, FLA. – August 6, 2025 — The Family Office Resource Group, a leading provider of comprehensive family office solutions, is pleased to announce that Lisa Castro has joined the firm as President of Family Office Services as part of a strategic wave of leadership hires across the organization. With extensive experience in the family office space and a distinguished history of working alongside wealthy families, including a former Wall Street CEO and U.S. Treasury Secretary, Castro brings unparalleled expertise to The Family Office Resource Group's mission of partnering with wealth management professionals to deliver holistic wealth and lifestyle solutions for UHNW individuals and families.

Castro has built a robust career advising UHNW families on family governance, bill pay, accounting support, and lifestyle management, earning a reputation for aligning complex financial objectives with family values. Her collaboration with family offices and UHNW families has sharpened her ability to navigate the complexities of day-to-day activities in addition to intricate wealth transfer dynamics and future-focused initiatives. Castro's innovative and client-centric approach make her an excellent choice to lead The Family Office Resource Group.

"Lisa's deep family office expertise and extensive experience with wealthy families position her to elevate our UHNW client-centric focus," said Brian Weiner, Founder and CEO of The Family Office Resource Group, "Her leadership will empower advisors to address the unique challenges of their financial and personal lives."

"I'm thrilled to join The Family Office Resource Group and lead family office services," said Castro. "My work in the family office space has shown me the importance of holistic solutions. I'm eager to help wealth management professionals build enduring legacies for their UHNW clients while managing the complexities of their daily experiences."

In addition to Castro's appointment, The Family Office Resource Group is expanding its leadership team with the addition of several highly respected and experienced professionals: Todd Krim, also known as "Mr. Charity", is joining as Managing Director of Philanthropy to guide charitable strategies and align philanthropic goals with family values. Miguel Gutierrez has also been named Managing Director of Real Estate Finance and Acquisition; he has over 30 years of experience optimizing institutional and private real estate portfolios for superior performance and will lead efforts to support clients with complex property portfolios.

This next phase of leadership signals a new era for the firm - one defined by deep expertise and an unwavering commitment to better provide family office support. You can read more about The Family Office Resource Group at www.familyofficegp.com.

About The Family Office Resource Group
The Family Office Resource Group 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. The firm delivers unparalleled family office level solutions without the burden and cost of internal infrastructure constraints. The Family Office Resource Group also caters to family offices, households, and businesses by providing scalable, outsourced solutions to solve the complexities of this growing demographic.

THE FAMILY OFFICE RESOURCE GROUP EXPANDS ROSTER WITH NEW CLIENT PARTNERSHIPS,

STRENGTHENING ITS POSITION AS A LEADER IN FAMILY OFFICE SOLUTIONS

This milestone underscores The Family Office Resource Group'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 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 Fountainhead Advisors, Gries Financial Partners and VFO Consulting Group.

The Family Office Resource Group 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 The Family Office Resource Group. "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."

The Family Office Resource Group 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. "The Family Office Resource Group 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 The Family Office Resource Group, we are able to provide additional services that meet and exceed the needs of our clients."

The Family Office Resource Group'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 The Family Office Resource Group, please visit www.familyofficegp.com.

About The Family Office Resource Group
The Family Office Resource Group 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. The Family Office Resource Group enables firms to create deeper relationships by delivering unparalleled family office level solutions without the burden and cost of internal infrastructure constraints. The Family Office Resource Group also caters to family offices, households, and businesses by providing scalable outsourced solutions to solve the complexities of this growing demographic. 

THE FAMILY OFFICE RESOURCE GROUP PARTNERS WITH COURMED

TO SET A NEW STANDARD IN HEALTHCARE SOLUTIONS FOR ULTRA-WEALTHY FAMILIES

The Family Office Resource Group announces addition of healthcare platform to offer customized services catered to the unique needs of UHNW clients

BOCA RATON, FLA. – January 30, 2025 — The Family Office Resource Group has announced a new partnership with CourMed, a provider of private client health and wellness services to ultra-high-net-worth (UHNW) individuals and families. This collaboration is another milestone in The Family Office Resource Group's mission to provide wealth management professionals with the tools and services needed to better serve their clients' complex lives.

The Family Office Resource Group has been recognized for its white-labeled family office solutions designed to equip wealth management professionals, including, family offices and Registered Investment Advisors (RIAs), with critical services; from CFO services, reporting, bill pay and concierge offerings to family governance, cybersecurity, and philanthropic planning. The Family Office Resource Group bolsters their ability to meet increasing demands of their UHNW clients without the prohibitive costs of building similar solutions in-house.

With the addition of CourMed to its platform, The Family Office Resource Group enhances its suite of offerings to include world-class private client health and wellness services. UHNW individuals and their families have unique healthcare needs shaped by their complex lifestyles, global mobility, heightened demand for privacy, as well as an increasing focus on longevity and overall well-being. CourMed connects UHNW clients with exclusive private client health providers who have robust data security measures to ensure confidentiality. This allows them to deliver expedited in-home appointments, virtual consultations, and personalized plans tailored to their unique needs and those of their families.

"Health and well-being are top priorities for UHNW families, and this collaboration represents a new era of comprehensive support for our partners to provide their clients," said Brian Weiner, Founder of The Family Office Resource Group. "We understand the key drivers behind their health-related choices: accessibility, reliability, privacy, preventative care, and more... this integration further solidifies The Family Office Resource Group's position as the premier resource group that not only deeply understands the needs and values of the UHNW, but actively addresses them."

"We're excited to bring our premium healthcare services to The Family Office Resource Group." Derrick L. Miles, Founder and CEO of CourMed, said. "This partnership empowers more individuals to access the exceptional care they deserve—seamlessly integrated into their lives, without compromises or disruptions to their lifestyle."

The Family Office Resource Group's team includes a diverse group of 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., Boston, Chicago, Dallas, Naples, Fla., New York, and Washington, D.C. To learn more about The Family Office Resource Group, please visit FamilyOfficeGP.com.

About The Family Office Resource Group
The Family Office Resource Group provides a comprehensive suite of family office products and services to support wealth management professionals seeking to deepen and fortify relationships with their UHNW clients on a white-label basis. The Family Office Resource Group enables firms to create deeper relationships by delivering unparalleled family office solutions that solve the complexities of the UHNW lifestyle without the burden and cost of internal infrastructure constraints.

THE FAMILY OFFICE RESOURCE GROUP LAUNCHES

COMPREHENSIVE OUTSOURCED SOLUTIONS FOR WEALTH MANAGEMENT FIRMS

The Family Office Resource Group Enjoys Support of 4100FS, a Long-Term, Financial Services Focused Investment Partner

The Firm Equips Wealth Management and Professional Services Firms with Turnkey, White-Labeled Offerings, Allowing them to Provide Significantly Enhanced and Comprehensive Support to UHNW Clients

Platform Includes Outsourced CFO and Accounting Services, as well as Business Legacy Planning, Risk Management, Philanthropy Consulting, Concierge Services, Family Governance and Advisory Firm Resources  

BOCA RATON, FLA. – October 8, 2024 — The Family Office Resource Group (“the Firm”) today officially announced its launch, along with a growth equity investment from 4100FS. The Family Office Resource Group offers a comprehensive, 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 allow wealth management professionals to lean on their existing capabilities and resources, while leveraging the offerings of The Family Office Resource Group to exceed the expectations of UHNW clients. The Family Office Resource Group’s services are well suited for firms working with successful individuals, family businesses and families looking to lean on a partner with a proven ability to seamlessly deliver outsourced solutions and expertise.   

The Family Office Resource Group recognizes that 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.

“The Family Office Resource Group will disrupt the wealth management industry by empowering wealth management professionals and service providers with solutions that differentiate their practices and allow them to deliver a first-class experience to clients,” said Brian Weiner, Founder and CEO of The Family Office Resource Group. “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. The Family Office Resource Group fills this huge void in the marketplace, with wealth management professionals now able to provide the types of value-added services these clients expect and demand.”

4100FS is a strategic investor in companies across the financial services landscape, including wealth management firms, family office service providers and asset managers. Its mission is to reshape the intersection between financial wellness and the broader financial services industry by making strategic investments in client-facing and client-supporting services. 

Suite of Services

The Family Office Resource Group’s services can also significantly augment coordination with CPAs, other tax advisory firms and law firms – including those with a family law practice. Its suite of services include:

• Outsourced CFO Services
• Outsourced Accounting Services
• Business Legacy Planning
• Risk Management
• Philanthropy Consulting
• Concierge Services
• Family Governance
• Advisory Firm Resources 

Proven Leadership

Weiner is a well-respected and long-tenured family office veteran with deep industry expertise. He 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 is the culmination of Weiner’s 25 years in family office consultancy and financial services. During that time, he has established and managed global family office solutions for financial services firms, banks and family offices.

The Family Office Resource Group leadership team includes a diverse and deeply experienced collection of 20 industry-leading executives from a wide range of financial services backgrounds. The Firm has offices in Boca Raton, Fla., Boston, Chicago, Dallas, Naples, Fla., New York and Washington D.C.

Longtime industry veteran Daniel Bryant is The Family Office Resource Group’s Executive Chairman. Bryant was the founder and CEO of Sheridan Road Financial, which before its sale in 2018 was the 3rd-ranked institutional investment advisory and private wealth firm in the country by Barron’s and The Wall Street Journal.   

Currently, Bryant is Chairman of the T4G Family Office. He’s also an Operating Partner with Vistria Group and serves on five corporate boards. His expertise on all issues relating to financial literacy and financial wellness have made him a sought-after keynote speaker at industry events. Bryant is also the author of the best-selling book “The Financial Wellness Mandate.”

“In a nod to our firm’s name, we are seeking to forge close collaborations with firms and advisors to help them deliver the type of comprehensive solutions ultra-high-net-worth clients don’t just want but demand,” Bryant said. “Investors within this demographic take a 360-degree view of their financial lives, often having priorities that transcend traditional wealth management services like investment advice, retirement income planning and insurance. Up until now, many advisors didn’t have the resources, time or expertise to address such priorities, leaving an opening for wirehouse-based private banks and independent family offices. By partnering with The Family Office Resource Group, advisors can now serve this clientele with great skill and distinction.”

About The Family Office Resource Group
The Family Office Resource Group provides a comprehensive family office program to support advisory firms seeking to deepen and fortify relationships with their ultra-high-net-worth clients on a white-label basis. The Family Office Resource Group enables firms to create deeper relationships by delivering unparalleled family office level solutions without the burden and cost of internal infrastructure constraints. The Family Office Resource Group also caters to family offices, households, and businesses by providing scalable outsourced solutions to solve for the complexities of this growing demographic.