Zoë Joel Email and Phone Number

Family Office Resource Group (FORG) empowers wealth management firms to deliver tailored family office solutions. We enable financial advisors with the tools and support to:· Provide superior client services· Stand out in a competitive market· Offer a more holistic, comprehensive wealth management approachFORG allows you to meet the unique needs of ultra-high-net worth clients’ on a white-label basis.Our vision is rooted in the commitment to empower our clients with the solutions they need to be successful and create deeper relationships by delivering unparalleled family office solutions without the burden and cost of internal infrastructure constraints. Learn more at www.forgfo.com

ExCel Global Family Offices is a multi-family office advisory firm focused on delivering advice and solutions that are innovative, completely customized and actively managed. ExCel serves highly successful individuals and families, business owners, entrepreneurs and family offices seeking the objective guidance of an experienced team of consultants who provide independent and unbiased advice to address the tax planning and financial management needs of its clients. The firm specializes in simplifying often complex family, business and market dynamics, navigating and preparing clients for the successful sale of their business or other wealth transfer events.

InnoVise Family Wealth Advisors is a multi-family office advisory firm focused on delivering advice and solutions that are innovative, completely customized and actively managed. InnoVise serves affluent individuals and families, business owners, entrepreneurs and family offices seeking the objective guidance of an experienced team of consultants who provide independent and unbiased advice to address the tax planning and financial management needs of its clients. The firm specializes in simplifying often complex family, business and market dynamics, navigating and preparing clients for the successful sale of their business or other wealth transfer events.

-Apartment Marketing Specialist

-Driver management, truck maintenance, client relations and creative problem solving-Freight sales

-Providing nationwide custom freight brokering services-Specialized in refrigerated freight

-Teaching private Pilates sessions, duet sessions and group mat classes -Creating an individualized Pilates fitness program for each client -Responsible for package sales, scheduling clients and invoicing

-Managing auction listings and consistently communicating with our partner agents

-Handled all marketing/listing duties for 130+ listings-Maintained a standard of superior customer service