Discover Tailored Solutions for High-Net-Worth Families
Family Resources
For Ultra High Net Worth families, the family office is no longer just about bookkeeping or tracking investment performance. As
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
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.
