Services
At White River, we go beyond the day-to-day. Our role is to be your Integrator; bringing your entire advisory team together into a cohesive unit to simplify your life allowing you to focus on what truly matters.
Academy
Is your investment firm, legal or tax practice looking into, interested in, or already providing Administrative Family Office Services to your clients? Avoid costly mistakes and find your community with us!
When you want clarity around the big question: to do- or to outsource!
Ongoing help and collaboration to ensure ongoing success.
A customized solution to fit what your firm needs and get it implemented.
In the world of business, success stories are the true testament to the value of a product or service. At White River Consulting, we take pride in the partnerships we’ve forged with our clients and the transformative experiences we’ve helped create. Our client case studies offer a glimpse into these journeys, showcasing real-world examples of how our solutions have driven growth, solved challenges, and exceeded expectations.
In the face of a family crisis and a fading legacy, the Lauren family sought a lifeline. With their matriarch's health deteriorating and a future for their family's foundation and estate uncertain, they turned to us for guidance. Discover how we helped this family navigate their unique challenges, preserve their heritage, and secure a brighter future.
Meet the Greenfield family—a dynamic blend of business, family, and life. Juggling a growing business with young children and a complex array of advisors, their journey started with the delicate balance of it all. As their enterprise expanded, so did the complexity of their life. Discover how we stepped in to streamline their affairs, bring order to the chaos, and create a harmonious path towards both personal and professional success.
Discover the remarkable journey of the Spencers—a family deeply committed to their long-term relationship with their investment professional. When their needs outgrew the scope of their existing arrangements, they turned to us to provide a higher level of coordination. Delve into their story and see how we swiftly transformed their financial landscape, alleviating stress and paving the way for informed decision-making and financial clarity.
Schedule a consultation today to discuss your family office needs and discover how we can help you take a myriad of important but time consuming tasks off your plate.
Ever wonder how others are managing a successful family office? Or how to integrate these services into your wealth management or investment advisor practice, tax or legal
practice, or even as a family how to start? Want to know what not to do? We have a little something for everyone.
Find answers to common questions about our family office services and the benefits they offer.
There are many kinds of family offices, and you can read more about them on our blog. White River is an Administrative Family Office, meaning we are a piece in your puzzle that ultimately fills out your Virtual or Hybrid Family Office. Don’t let the titles fool you, the ultimate goal of all family office types – whatever name you want to give it – is to be a resource to a family. How and when those resources come together is completely up to you. Some family offices only handle investments and tax work. Others handle the family property(s) and staff, travel, documents, reporting and anything else you can imagine. Others are comprised of individual advisors (investment, tax & legal) who are associated through an Integrator and all working from the same page in the playbook.
At White River, ensuring the utmost privacy and discretion for the families we work with is our top priority. We adhere to the highest standard of authentication to safeguard sensitive information and maintain the trust our clients place in us. Our authentication
processes are designed to verify the identity of individuals accessing confidential data, employing advanced encryption protocols, multi-factor authentication, and strict access controls. By implementing these robust measures, we ensure that only authorized personnel have access to the information, guaranteeing the privacy and security of our clients & sensitive details. This commitment to authentication not only reflects our dedication to maintaining confidentiality but also underscores our unwavering commitment to the well-being and peace of mind of the families we serve.
We do not use proprietary systems. Everything we build and coordinate for a family is data that you own. We are merely the stewards for the time we are with you. What does that mean in real-life? It means that all the documents we digitize for you, the process and procedures we build for you, the bookkeeping and bill payment systems all belong to you. This means that if White River is no longer a fit in your puzzle, every piece of data is turned over to you. There are no exports or jumping through hoops to make it happen. It is a coordinated handover with full historical data retention.
Where this also comes into play is when members of your advisory team change. If the tax team retires and are replaced, there is no starting over or recreating files. They step right into the system and have everything they need at their fingertips. Legal and Investment counsel works just the same. Any processes, review procedures, documents, etc. remain intact and ready for the new advisor to step in. A new team member can step right in and not miss a step in the progress the collective is working on for your family. No more calling old advisors when you’re looking for that one document or hoping that your investment advisor saved what you sent them ten years
ago. Your information is precious. It belongs to you and it should be protected. This is called portability, and any provider or advisor you work with should have this ability!
This is a personal decision. If you take a few minutes to consider who is around you now, you may already have a team of advisors around you. Legal, tax, investments, insurance and maybe a few others. While you may not have an organized structure or an Integrator yet, there is usually a tipping point for a family where there just aren’t
enough hours in the day to get it all done, you know there are “projects” that need to get done but the thought of coordinating the right people and answering their questions is so overwhelming that you haven’t started. If you are like many of our families, you may
be an entrepreneur who wants to focus on your family and the business and know that the rest of the work is getting done. That’s a good sign you’ve hit the point of moving to a more formalized structure. Even if that means going from a bunch of people you’ve been coordinating to having an Administrative Family Office as your Integrator. Or, moving from another family office structure to one that supports your family’s needs in a different way. The great thing about a family office, you control who and what you need.
An Integrator is akin to the glue holding the picture together. Just as glue holds various pieces together and can fill in gaps, the Integrator plays a crucial role in binding your independent advisors together to function as a unified team to achieve a common purpose. A good Integrator will bridge the gaps between advisors by facilitating communication and collaboration. They will strengthen the relationship between the advisors and the family, prevent things from slipping through the cracks, establish processes and protocols to enhance everyone’s efficiency, encourage innovation, and reduce friction.
Most of all, a great Integrator is flexible and adaptable. As your family changes, they will adjust to the needs and challenges of your family in real time and ensure the entire team can respond to your needs. This is where the true value of an Integrator shines through.
We serve families across the United States. The amazing thing about being a virtual firm and avid travelers – we meet our clients where they are! Depending upon what we are doing for you will determine the number of in person meetings.
We’re here to pull all the pieces together and keep your life and business running smoothly. We provide expert guidance and support to ensure your family office is a success. Let us know what you need in order to move things in the right direction!
