Brian Weiner is the founder of 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.

How fast are they growing?

In recent years, the expansion of family offices has been nothing short of astronomical. There has been significant growth with virtual family offices (which operate remotely and with a leaner organization structure) in comparison to single family offices over the past two decades in particular. The rise of firms specializing in