Family Office Resource Group Appoints Lisa Castro as President of Family Office Services
Position
President
Company
Family Office Resource Group
Boca RatonFinancial ServicesConsultingDescription
Family Office Resource Group has appointed Lisa Castro as president of family office services. Castro will collaborate closely with CEO Brian Weiner to oversee the company's staff and enhance operational efficiency.
Quick answer
Family Office Resource Group Appoints Lisa Castro as President of Family Office Services (August 4, 2025). Family Office Resource Group is based in Boca Raton, Florida, United States.
- Who is the new President at Family Office Resource Group?
- Family Office Resource Group named Lisa Castro President, announced August 4, 2025.
- What did Family Office Resource Group announce on August 4, 2025?
- Family Office Resource Group has appointed Lisa Castro as president of family office services. Castro will collaborate closely with CEO Brian Weiner to oversee the company's staff and enhance operational efficiency.
- What does Family Office Resource Group do?
- Family Office Resource Group (FORG) provides comprehensive outsourced solutions designed for wealth management and professional services firms.
- Where is Family Office Resource Group based?
- Family Office Resource Group is based in Boca Raton, Florida, United States.
- Which similar companies made leadership changes around the same time?
- Asurity® Technologies (July 30, 2025), Coastal (August 13, 2025), EY (August 18, 2025) and NewEdge Wealth (July 17, 2025) also announced leadership changes within 45 days of Family Office Resource Group.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Consulting
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Asurity Technologies Appoints Kelly Booth and Sheila Meagher as Senior Vice Presidents of Sales (July 30, 2025)
- Coastal Financial Appoints Ryan Hall as Chief Product Officer and Michael Costigan as Chief Commercial Officer (August 13, 2025)
- EY India Appoints Gaurav Bhalotia as Chief Technology Officer (August 18, 2025)
- NewEdge Wealth Appoints Patrick McGlothin as Managing Director (July 17, 2025)
- Haberfeld Promotes Dr. Sean Payant to President (July 15, 2025)
- New Era Technology Appoints Dave Hart as Chief Executive Officer (August 25, 2025)
Who to call at Family Office Resource Group, and when
A new leader at Family Office Resource Group brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Family Office Resource Group raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Family Office Resource Group, from your own LinkedIn network
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Family Office Resource Group changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.
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