FORG 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., Oct. 8, 2024 /PRNewswire/ — The Family Office Resource Group (“FORG” or “the Firm”) today officially announced its launch, along with a growth equity investment from 4100FS. FORG 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 FORG to exceed the expectations of UHNW clients. FORG’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.

FORG 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.

“FORG 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 FORG. “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. FORG 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

FORG’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 ServicesOutsourced Accounting ServicesBusiness Legacy PlanningRisk ManagementPhilanthropy ConsultingConcierge ServicesFamily GovernanceAdvisory 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.

FORG is the culmination of Weiner’s 15 years of family office consultancy experience and 25-year career in financial services. During that time, he has established and managed global family office solutions for financial services firms, banks and family offices.

The FORG 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 FORG’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 a principal of 4100FS, where he leads the family office efforts. In addition, he is a senior advisor to many organizations 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 FORG, advisors can now serve this clientele with great skill and distinction.”

About The Family Office Resource Group
The Family Office Resource Group (“FORG”) 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. 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 for the complexities of this growing demographic.  

Media Contact:
Joseph Kuo / Michael Dugan 
Haven Tower Group LLC 
424 317 4851 or 424 317 4852
jkuo@haventower.com or mdugan@haventower.com

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SOURCE Family Office Resource Group (FORG)

Global commodities intelligence provider announces global availability of AI assistant, redefining access to leading chemicals and energy market intelligence.

LONDON, Oct. 8, 2024 /PRNewswire/ — ICIS, a global source of commodity intelligence, has launched  Ask ICIS, the company’s first of its kind generative AI assistant delivering unparalleled access to ICIS’ standout energy and chemicals market intelligence to its subscribers.

From natural disasters, supply chain disruptions to geopolitical uncertainty, the commodities marketplace continues to be as unpredictable and fluid as ever. With that, the need for quick access to the most up to date and accurate commodities market intelligence has increased dramatically as market players look to navigate these various shifts and make the best decisions possible. Powered by generative AI, Ask ICIS tackles these challenges head-on by providing quick and easy access to market data and information underpinned exclusively by ICIS’ standout market intelligence. 

“Today’s commodity markets are as dynamic as they have ever been, meaning access to trusted, up-to-the-minute information is paramount for our customers,” said Jeff Skelton, CEO of ICIS. “At ICIS, we are constantly looking for ways to bring the most accurate and timely information and insights to our customers, and Ask ICIS takes this mission one step further. Pairing exclusive top-tier insights from ICIS News and the ICIS database with the power of generative AI, Ask ICIS unlocks a new level of quality and efficiency for decision-making that energy and chemicals insiders simply haven’t had access to previously, and isn’t available elsewhere in the marketplace.”

Unlike other AI assistants that are powered by open ChatGPT and lack source transparency and accuracy, Ask ICIS was developed with trust and accuracy at its core and is rooted exclusively in ICIS’ expert data and insight. Available in multiple languages and backed with citations, Ask ICIS enables users to tailor responses directly to users’ roles, market segments and priorities. Ask ICIS can also customize content for various user needs ranging from brief summaries to in-depth reports. Meaning, users have peace of mind that they are making strategic decisions based on the most trusted information available to the commodities industry today.

In addition, Ask ICIS is already trusted by leading commodities companies and allows for users to uncover “unknown unknowns” as well by providing customized suggested prompts and follow-ups that give access to insights that users previously would not have searched for.

“Remaining competitive in commodities today means that decision-makers need to have a view into every corner of their landscape – even ones they didn’t know were there,” said Skelton. “Ask ICIS helps to close these gaps significantly by allowing stakeholders to uncover relevant information impacting their sectors beyond their direct queries, creating an unmatched view of their environment today, tomorrow and beyond.”

For more information on Ask ICIS, please visit: https://www.icis.com/explore/contact/ask-icis/. 

Editor notes:

Ask ICIS launched in beta in May 2024. Following positive feedback and uptake, the new Gen AI product is now available globally to subscribers. 

About ICIS

ICIS – Independent Commodity Intelligence Services – helps businesses through seamlessly delivering data and analytics, across the chemical, and energy markets. A trusted source and benchmark for price information and insight across key commodities markets worldwide. Our independent, transparent market intelligence informs thousands of quality decisions every day, taking the pressure out of negotiations and giving customers space for more innovative thinking, through published datasets including price assessments, price forecasts, supply and demand fundamentals and more.

Over 150 years of shaping the world by connecting markets to optimise the world’s valuable resources. With a global team of more than 600 experts, ICIS has employees based in London, New York, Houston, Karlsruhe, Milan, Mumbai, Singapore, Guangzhou, Beijing, Shanghai, Dubai, Sao Paulo, Seoul, Tokyo and Perth.

ICIS is part of RELX, a FTSE15 company with a market cap of $85.7bn and an employee base of over 30,000 experts across 40 countries.

About RELX

RELX is a global provider of information and analytics for professional and business customers across industries. The Group serves customers in more than 180 countries and has offices in about 40 countries. It employs approximately 30,000 people of whom almost half are in North America. RELX PLC is a London listed holding company which owns 52.9% of RELX Group. RELX NV is an Amsterdam listed holding company which owns 47.1% of RELX Group. The shares are traded on the London, Amsterdam and New York Stock Exchanges using the following ticker symbols: London: REL; Amsterdam: REN; New York: RELX and RENX. Total market capitalisation is approximately £65.5bn | €78bn | $85.7bn.

Logo: https://mma.prnewswire.com/media/619935/4911044/ICIS_Logo.jpg

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Accordia Health has unveils a new initiative offering school-based mental health services via telehealth technology, tailored specifically for the Coosa County School District. This innovative approach seeks to break down barriers to care, providing students with easy access to vital mental health resources. By bringing professional support directly into the school environment, Accordia Health aims to bolster student well-being and academic success, both in and out of the classroom.

ROCKFORD, Ala., Oct. 8, 2024 /PRNewswire-PRWeb/ — Accordia Health is proud to announce the launch of its new school-based mental health services using telehealth, specifically designed for students in the Coosa County School District. This initiative aims to provide accessible, high-quality mental health care to students, ensuring they receive the support they need to thrive in the classroom and at home.

The importance of mental health cannot be overstated. With the increasing pressures and challenges faced by young people today, it is crucial to offer robust mental health support. Studies have shown that early intervention and consistent mental health care can significantly improve students’ academic performance, social skills, and overall well-being.
Accordia Health’s new telehealth services will allow students to connect with licensed clinicians during school hours, providing a convenient and confidential approach. This eliminates the barriers of distance and transportation, offering a sense of relief to students and their families, making it easier for them to access the care they need.

“We are thrilled to offer this vital service to the students of Coosa County,” said Tuerk Schlesinger, CEO of Accordia Health. “Mental health is a critical component of overall well-being, and by leveraging telehealth, we can ensure that every student has access to the care they need, regardless of their circumstances. Our goal is to support our young people’s mental and emotional health, helping them achieve their full potential.”

Accordia Health’s licensed clinicians are trained to address a wide range of mental health issues, including anxiety, depression, stress management, and behavioral concerns. The secure and user-friendly telehealth platform ensures students, and their families can easily navigate and access services.

For more information about Accordia Health’s telehealth mental health services for Coosa County School students, (256) 377-8008.

**About Accordia Health**

Accordia Health is a leading provider of comprehensive health services, deeply committed to improving the health and well-being of the communities we serve. Our team of dedicated professionals offers a wide range of medical, dental, and behavioral health services to individuals of all ages. Accordia Health is a Federally Qualified Health Center, and offers a sliding fee discount program.

Media Contact

April Douglas, Accordia Health, 251-544-4639, adouglas@altapointe.org, accordia-health.org

View original content:https://www.prweb.com/releases/accordia-health-launches-school-based-mental-health-services-for-coosa-county-schools-302269664.html

SOURCE Accordia Health