Check out our founder, Christi Van Rite, featured on the Financial Advisor Success podcast!
Life is complex; White River brings clarity, structure, and seamless execution behind the scenes – so you don’t have to do it all yourself.
Life is complex; White River brings clarity, structure, and seamless execution behind the scenes – so you don’t have to do it all yourself.
As wealth grows and generations multiply, so do the moving parts – properties, trusts, advisors, reports, entities, and expectations. Most families build an informal family office around themselves, hiring talented professionals in law, tax, and finance.
But without someone managing how those people and systems work together, you become the default integrator — fielding emails, chasing documents, juggling deadlines, and managing risk without a clear process.
And you wouldn’t run your business that way.
We organize, coordinate, and execute, so your advisors are aligned, your reporting is reliable, and your systems run like clockwork.
Deep expertise in finance, investments, and tax planning
Meticulous oversight of complex portfolios, entities, and administrative systems
Strong interpersonal and communication skills
Experience in special projects like real estate, aircraft, or business transitions
For the benefit of your family including legal counsel, investment opportunities, and lifestyle services
The highest standards of confidentiality, ethics, and integrity
Deep expertise in finance, investments, and tax planning
Meticulous oversight of complex portfolios, entities, and administrative systems
Strong interpersonal and communication skills
Experience in special projects like real estate, aircraft, or business transitions
For the benefit of your family including legal counsel, investment opportunities and lifestyle services
The highest standards of confidentiality, ethics, and integrity
Families come to White River when they’re ready to stop reacting and start operating with purpose. With clear systems, trusted execution, and a strategic partner by your side, you get back time, peace of mind, and maintain control.
We don’t believe in one-size-fits-all solutions. Every family has a unique rhythm and decision-making style. That’s why we start by listening. Then we design and run systems that reflect how your family actually lives – so you can lead with intention while we manage the execution.
Find answers to common questions about our family office services and their benefits.
There are many kinds of family offices, and you can read more about them on our blog. White River is an Integrative 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 your 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 properties 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.
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 processes 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.
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 — 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 indication that you’re ready for a more formalized structure. That may mean 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 is 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 your 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 wherever they are! Our mandate 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!