Discover Tailored Solutions for High-Net-Worth Families
Family Resources
Understanding Two Common Approaches to Third-Party Service Integration in a Family Office Environment In the world of family office services—especially
When people think about a family office, they often picture investment portfolios, estate plans, and tax strategies. And while those
Understanding the Strategic Value of Administrative Support for UHNW Families In conversations about family office services, the term “lifestyle management”
Understanding the Role of Administrative Family Offices in Modern Wealth Management For families of significant wealth, managing financial affairs is
Exploring the Limits of Standardized Services in Truly Custom Family Office Engagements Across the wealth management industry, there’s growing interest
Coordinating Communication. Tracking Action. Preserving Continuity. For Ultra High Net Worth families, success is rarely the product of one advisor.
Profesional 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.
