
Succession Inside the Family Office: Planning for the People, Not Just the Wealth
Succession planning is often discussed in the context of families, founders, and balance sheets. But there is another dimension that
Discover Tailored Solutions for High-Net-Worth Families
Family Resources

Succession planning is often discussed in the context of families, founders, and balance sheets. But there is another dimension that

At White River Consulting, we spend a lot of time helping families surface the assets that don’t always show up neatly in

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
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
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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.