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

Protecting Family Information: Who Should Have Access and the Role of a Family Office

The Importance of Managing and Protecting Family Information Managing and protecting family information is a crucial yet often overlooked aspect of preserving a family’s legacy. Whether it’s sensitive financial records, legal documents, or personal data, the way information is stored, accessed, and shared can have significant long-term implications. Mismanaged access can lead to inefficiencies, disputes, […]
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From Filing Cabinets to the Cloud: Modernizing Family Record Keeping

The Challenges of Traditional Record Keeping Remember the last time you needed an important document? If you’re like most families, it probably involved digging through overstuffed filing cabinets, rummaging through desk drawers, or calling multiple family members to track down that crucial piece of paper. In today’s digital age, this archaic system of record keeping […]
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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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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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