Check out our founder, Christi Van Rite, featured on the Financial Advisor Success podcast!
Clarity. Continuity. Calm for Complex Families.
White River Consultants serves as the Integrator — the outsourced COO and Chief of Staff for your family.
We don’t replace your advisors. We make sure your advisors, systems, and decisions are aligned around your family’s goals. By managing the flow of information, building continuity, and overseeing operations, we give families the clarity and calm needed to focus on what truly matters.
White River was born from a simple truth: the more success a family builds, the more operational complexity follows.
Too often, wealth brings scattered records, siloed advisors, and stressful decision-making. Families are left managing the details instead of enjoying their legacy.
We created White River Consultants to change that — to bring calm to the chaos by integrating everything around the family. Our purpose is to ensure that every decision is informed, every advisor is coordinated, and every generation is equipped for continuity.
We coordinate all aspects of your financial life into one cohesive strategy.
We create systems that make complex decisions clear and simple.
We ensure smooth transitions across advisors and generations.
We protect your family’s information with discretion and care.
We Are the Integrator. Not your CPA, not your attorney, not your RIA — but the one who makes sure they are all working toward the same goals.
Financial Clarity is a Means, Not the End. We handle bookkeeping and bill pay to ensure your advisors and family always have accurate, timely information.
Continuity Across Generations. We build systems and processes that outlast individuals and transitions, preserving stability for the long term.
Confidential and Discreet. We operate quietly behind the scenes, ensuring trust and protection at every step.
Christi has spent her career guiding families through complexity. As the founder of White River Consultants, she combines the roles of COO and Chief of Staff to ensure families not only preserve their wealth, but also their time, energy, and legacy.
She is known for her ability to bring order to chaos, anticipate needs before they arise, and design systems that keep families aligned across generations. For Christi, the work is not just about numbers — it’s about creating calm, clarity, and confidence for the families she serves.
If you’re ready to simplify complexity and unify your advisors, we’d love to connect.