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 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 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 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 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, 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 Family Office Resource Group at www.familyofficegp.com.
About The Family Office Resource GroupThe 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. 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.
Media Contact:Ryan WalkerR.J. Walker & Co.ryan@rjwalkerco.com
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SOURCE Family Office Resource Group
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