Forum Wealth Group

Forum Wealth Group

Forum Wealth Group was founded to offer a transparent alternative to traditional private banks and wirehouses. The firm positions as a multi-family office that aligns with client interests through a fee-only structure. Wealth origin is typically inherited or from operating businesses, though specific sources are not publicly linked to named principals. The firm's investment strategy spans public equities, fixed income, private equity, real estate, and alternative assets. Forum Wealth Group emphasizes direct co-investments alongside institutional-grade managers rather than fund-of-funds vehicles. Confirmed portfolio exposures include private credit funds and opportunistic real estate partnerships. Regional focus is predominantly North America, with selective European exposure through partner networks. Team size and total assets under advisement are not publicly disclosed. The firm maintains a single headquarters location. No additional offices, philanthropic vehicles, or operating companies are confirmed in public records. A 2023 newsletter discussed the firm's shift toward direct lending amid rising interest rates (per public communications, 2023). A structural differentiator is Forum Wealth Group's explicit conflict-of-interest policy: it does not accept revenue-sharing, commission, or finder's fees from any third-party manager. This open-architecture model is typical of independent RIAs but distinguishes the firm from bank-based private wealth groups. Succession planning for family clients is a core offering, though no generational transition within the firm itself is documented.