Discover Tailored Solutions for High-Net-Worth Families
Family Resources
The Challenges of Traditional Record Keeping Remember the last time you needed an important document? If you’re like most families,
A well-run family office doesn’t just ensure operational efficiency—it creates a foundation for enduring harmony, clarity, and confidence within the
The family office industry, though still relatively young, is at a pivotal crossroads. Many family offices established in the 1970s
Two Worlds, One Approach At first glance, a family office and a business might seem worlds apart. One is built
In a recent Financial Advisor Success podcast episode, Christi Van Rite, Founder of White River Consultants, discusses how her firm
Will your compliance methodology stand up? Every industry has compliance. It’s not a question of if you have it, it’s
Profesional 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.
