Discover Tailored Solutions for High-Net-Worth Families
Family Resources
A tactical look at timeline control, budget management, and vendor accountability For Ultra High Net Worth families, big projects are
In a recent episode of the Family Office Success Podcast, the critical theme of creating and preserving a family’s legacy
Managing special projects, such as constructing a new home, renovating a property, or overseeing substantial passion projects, can be a
An often overlooked, yet crucial element in the effective management of family wealth is a streamlined bookkeeping process. Proper bookkeeping
Poor financial organization can have significant, often hidden, consequences—particularly in the realm of family wealth management. Disorganized financial practices can
Family offices play a pivotal role in financial decision-making, especially for families managing significant wealth. By bringing clarity, confidence, and
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.
