Discover Tailored Solutions for High-Net-Worth Families
Family Resources
I think sometimes the way we *think* something is going to go turns out to create more problems than we
Building a successful business is often a tumultuous journey filled with ups, downs, twists, and turns. Entrepreneurs and business leaders
There’s no denying it: AI and automation are transforming the way family offices work. Tasks that once took hours —
Family offices are at a crossroads. The old models — where a handful of trusted advisors managed wealth with manual
When you’re managing the financial, legal, and logistical needs of a complex family, it’s easy to feel overwhelmed — and
Introduction: The Aging Family Office Dilemma The family office industry, though still relatively young, is at a pivotal crossroads. Many
Professional Resources
Understanding the Strategic Value of Administrative Support for UHNW Families
A tactical look at timeline control, budget management, and vendor
Managing special projects, such as constructing a new home, renovating
Family offices play a pivotal role in financial decision-making, especially
Managing the chaos of financial responsibilities can often feel overwhelming,
In a recent Financial Advisor Success podcast episode, Christi Van
Category 2
What does it look like to rethink family office services from the ground up?
In this episode, Christi Van Rite shares how she built White River Consultants with a focus on trust, transparency, and human-centered systems—plus the values that drive her approach: education, kindness, and accountability.
In this episode of the Financial Advisor Success Podcast, Christi Van Rite, Founder of White River Consultants, shares how she built a thriving firm serving ultra-high-net-worth families through specialized administrative services — from bookkeeping and payroll to property and advisor coordination.
