Discover Tailored Solutions for High-Net-Worth Families
Family Resources
Today we are talking about how we bring advisory teams together, help them communicate and keep the boat moving in
Managing the chaos of financial responsibilities can often feel overwhelming, especially with the complexities that modern life brings. A family
The Case for Centralized Information I’m often asked: “Why would I spend money and time to have a family repository
The Importance of Managing and Protecting Family Information Managing and protecting family information is a crucial yet often overlooked aspect
The Importance of Preserving Family Wealth Stories Every family fortune has a story. Behind each investment account, trust structure, or
The Challenges of Traditional Record Keeping Remember the last time you needed an important document? If you’re like most families,
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.
