Check out our founder, Christi Van Rite, featured on the Financial Advisor Success podcast!
Advisors are the trusted advocates for families. You call the plays, set the strategy, and protect the relationship.
At White River Consultants, our role is to make sure your vision is carried out. We act as the Integrator — the outsourced COO and Chief of Staff for families — aligning all the moving pieces so execution is seamless.
We don’t replace you. We strengthen you. Together, we create clarity, continuity, and confidence for the families you serve.
Families at the highest levels of complexity require more than technical
expertise — they require integration. Partnering with us gives you:
You remain the lead advisor. We work behind the scenes to support your strategy and deepen trust.
We manage the flow of information, coordinate projects, and oversee operations so nothing slips through the cracks.
We build systems and processes that preserve your strategy and protect the family’s legacy through transitions.
By removing administrative burden, we give you more time to focus on advising, growth, and high-value work.
Our process is designed to keep families aligned and your strategy on track:
We align with you and the family on goals and priorities.
We build systems and reporting that provide reliable data.
We coordinate across advisors to ensure execution matches the strategy.
We maintain clarity and consistency across generations and transitions.
We see advisors as collaborators, not competitors. Our work is quiet and discreet, allowing you to focus on strategy while we ensure flawless execution.
This partnership mindset creates stronger outcomes for families, smoother operations for advisors, and long-term continuity for all.
If you are an advisor seeking a trusted partner to strengthen execution for the families you serve, we’d love to collaborate.