4100FS

Family Office Resource Group, established in 2024 and headquartered in Boca Raton, Florida, is a consulting firm specializing in providing tailored family office solutions to asset management firms. Their services, offered on a white-label basis, enable wealth management professionals to better serve their ultra-high-net-worth clients by streamlining and enhancing various aspects of family office operations. These services include accounting, cash management, financial reporting, due diligence, family governance, estate and succession planning, risk management, and more, allowing clients to focus on strategic decision-making and reclaim valuable time.