Check out our founder, Christi Van Rite, featured on the Financial Advisor Success podcast!

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Family Office

Insights from Our Family Office Experts

a sprout of a plant growing out of a tree root, symbolizing resilience

The Benefits of a Resilient Family Office

A well-run family office doesn’t just ensure operational efficiency—it creates a foundation for enduring harmony, clarity, and confidence within the family. When the family office is structured like a professional business, it offers advantages that extend beyond wealth management, touching the very core of family dynamics and legacy preservation. 1. Reduces Pressure on the Next […]
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Running a Family Office Like a Business – Bridging the Gap Between Business and Legacy

Two Worlds, One Approach At first glance, a family office and a business might seem worlds apart. One is built to preserve and grow wealth, while the other exists to create and scale value through goods or services. However, beneath these surface-level differences lies a striking similarity: both require structure, strategy, and sound decision-making to […]
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Compliance – Not just a ✅

Will your compliance methodology stand up? Every industry has compliance. It’s not a question of if you have it, it’s a question of how you approach it, run it and master it. If compliance for you is just a  ☑️  to “Complete Compliance”, you’re missing an opportunity. I know, most people hear the word compliance […]
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Documents for CTA Reporting

Documents to gather: All documents showing either 1) ownership or 2) other roles that have the ability to make changes, investment decisions, etc. Keep in mind, a beneficial owner is ANY individual who, directly or indirectly: OR Keep in mind, a reporting company can have multiple beneficial owners! What is Substantial Control? Reporting companies are […]
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insurance

How can an AFO Help with my Insurance Policies?

Insurance can be a tricky matter for any family, but for high-net-worth individuals, it is even more complicated. Family offices play a critical role in helping families assess their insurance needs and coordinating insurance policies that neither overlap nor leave gaps in insurance coverage. Sometimes, this requires customized insurance solutions, and creating a full portfolio […]
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outsourced family office

In-house vs. Outsourced Family Office Services

In-house or outsourced Family Office Services? In the world of Family office services, Registered Investment Advisors (RIAs), Multi-Family Offices (MFOs), and Single Family Offices (SFOs) constantly grapple with the decision of whether to provide family office services in-house or outsource them to a partner firm.  This decision is far from straightforward and should be made […]
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Financial Services

Exploring Financial Strategies with Our Experts

Simplifying Complex Finances: How White River Consultants Supports High-Net-Worth Families

In a recent Financial Advisor Success podcast episode, Christi Van Rite, Founder of White River Consultants, discusses how her firm specializes in providing administrative family office services to ultra-high-net-worth families. After nearly a decade as a traditional financial advisor, Christi identified a critical gap in the industry—many high-net-worth families needed more than just investment management; […]
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bill payment

The Guide to Bill Payment Services: Why you Need a Procedure Manual

It’s critical to handle client bill payment services with care and precision. This is especially true for multi-family offices, CPAs, and attorneys. Having a clear procedure manual for bill payment ensures smooth operations and maintains client trust. Without one, mistakes can happen, potentially harming your relationship with clients. The Importance of a Process and Procedure […]
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Due Diligence: Ensuring A Third Party Partnership’s Success

A Due Diligence Questionnaire (DDQ) is a critical tool for financial firms when evaluating potential partners, such as investment managers, service providers, or counterparties. It serves as a structured set of questions designed to gather comprehensive information about the potential partner’s operations, risk management practices, compliance with regulations, and overall suitability for collaboration. What is […]
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