Check out our founder, Christi Van Rite, featured on the Financial Advisor Success podcast!
At White River Consultants, our focus is always on families. But we also know that families achieve the best results when their advisors and professionals are fully aligned.
That’s why we created two pathways for collaboration — designed specifically for those who serve families at the highest levels of complexity.
We support RIAs, CPAs, attorneys, and consultants as the Integrator — the outsourced COO and Chief of Staff for families. Our role is to ensure your strategy is executed seamlessly, protecting your client relationships and strengthening long-term trust.
A curated community for advisors and specialists serving UHNW families. Through live sessions, tools, and peer collaboration, we equip professionals to deliver greater clarity, continuity, and outcomes for the families they support.
We believe collaboration is the cornerstone of better outcomes.
By aligning advisors, creating systems, and sharing knowledge, we help families experience clarity and calm — while giving professionals the structure and tools they need to thrive.