Family Office Resource Group (FORG) has announced a strategic partnership with CourMed, further expanding its platform designed to give wealth management professionals a competitive advantage in serving ultra-high-net-worth (UHNW) clients. The collaboration adds premium healthcare solutions to FORG’s suite of white-labeled services, which includes outsourced CFO services, family governance, and cybersecurity support. This strategic expansion enables RIAs and family offices to deliver sophisticated healthcare offerings to their UHNW clients without the burden of building costly in-house infrastructure.
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4100FS News
Serving an Ultra-High-Net-Worth Audience: Insurance Premium Considerations
As Brian Weiner, founder and CEO of the Family Office Resource Group (FORG) explains, “As people have more wealth, they buy more expensive things. And those expensive things require higher insurance premiums, and more coverage.” The relationship between wealth and insurance needs has become increasingly complex, with liability settlements rising 57% over the past decade.
Continue ReadingEpisode 4: Documenting Change with Michele Forman
In this episode of SuperPerformers, host Rob Herman speaks with Michele Forman, an award-winning documentary filmmaker and Director of the Media Studies Program at the University of Alabama at Birmingham (UAB), which she co-founded in 2003. From her early work as director of development at Spike Lee’s 40 Acres and a Mule Filmworks to building Birmingham’s film ecosystem, Forman shares insights from her journey as a storyteller, educator, and community builder.
ListenRecent Market Volatility
Rob Herman and Chief Investment Officer Ken Brodkowitz of Gries Financial Partners delve into recent market volatility following the Federal Reserve’s hawkish stance on interest rate cuts. The Fed signaled only two potential cuts for 2025, down from previous expectations of four, while raising inflation estimates from 2.1% to 2.5%. This news, combined with an already overbought market riding on post-election optimism, contributed to significant market declines, including a 3% drop in the S&P 500.
Continue ReadingEpisode 3: Community Impact: Moira Weir’s Vision for Economic Change
Join host Rob Herman as he sits down with Moira Weir, President and CEO of United Way of Greater Cincinnati, who is redefining how community organizations fight poverty and create lasting change. From her childhood in Scotland to becoming the Cincinnati nonprofit organization’s first female CEO, Weir shares powerful insights about leading through crisis, building economic well-being, and transforming a legacy organization to meet modern challenges across a nine-county region in Ohio, Kentucky, and Indiana.
ListenEpisode 2: Breaking Medical Boundaries with Dr. Jordan Bonamo
In this episode of SuperPerformers, host Rob Herman speaks with Dr. Jordan Bonamo, a pioneering neurointensivist at the University of Cincinnati Gardner Neuroscience Institute. As the driving force behind the nation’s first Flex ICU and one of the first physicians to bridge emergency and critical care medicine, Dr. Bonamo shares insights from his remarkable career spanning emergency medicine, tactical operations, and community building.
ListenMove to Gries Financial Partners “Feels Like Home” for Industry Veteran
Wealth management industry veteran Carina Diamond is joining Cleveland-based Gries Financial Partners ($1.7B AUM) as chief growth officer, after spending the past year running her succession-planning consultancy Stella Seconda. Diamond brings extensive experience as both an RIA founder and growth strategist, having previously served as chief growth officer at Dakota Wealth Management following their 2019 acquisition of her firm Springside Advisors.
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