Check out our founder, Christi Van Rite, featured on the Financial Advisor Success podcast!
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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.
Podcast
Your chance to peek behind the curtain of managing a successful family office and how it can enhance your wealth management or investment advisor practice. CPAs, estate planning attorneys and trustees, you’ll learn something too.
