Discover Tailored Solutions for High-Net-Worth Families
Family Resources
Building a successful business is often a tumultuous journey filled with ups, downs, twists, and turns. Entrepreneurs and business leaders
There’s no denying it: AI and automation are transforming the way family offices work. Tasks that once took hours —
Family offices are at a crossroads. The old models — where a handful of trusted advisors managed wealth with manual
When you’re managing the financial, legal, and logistical needs of a complex family, it’s easy to feel overwhelmed — and
Introduction: The Aging Family Office Dilemma The family office industry, though still relatively young, is at a pivotal crossroads. Many
The Quiet Power of Precision in Family Office Services In the world of ultra high net worth (UHNW) families, trust
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.
