Check out our founder, Christi Van Rite, featured on the Financial Advisor Success podcast!
Discover a wide range of services tailored to meet the unique needs of your family. From administrative support to integration and strategic advice we provide expert guidance and support to help you achieve your family’s goals.
Solutions
Each family has a unique set of needs. We tailor our offering exclusively and intentionally to reflect those needs. As part of our initial conversations, we will discuss what is important to you, your goals and what challenges you are facing toward achieving them – essentially, we want to discern where we can add the most value to you and your family.
Benefit from our experienced team’s deep knowledge and insights in wealth management.
We create customized strategies to address your unique financial situation and goals.
Strategic Asset Diversity: Building Legacies with Confidence
Are the administrative tasks of managing your household or estate overwhelming you? Let us alleviate your administrative burdens, providing you with the peace of mind you deserve. Explore our administrative support solutions today and regain control of your time and resources.
We offer strategic guidance in crucial areas such as reporting, service coordination and trust & estate administration. These services complement your suite of solutions ensuring your financial affairs are managed as a cohesive picture.
Think of us as your in-house coordinator. The other things you do that take time and need oversight to make sure they happen. Calls need to be made, people need to be connected, money is changing hands. Let us keep the processes moving for you.
WRC provides a personalized, unparalleled level of service for the families we serve.
To do so, we pay special attention to the way we build partnerships with our clients.
We understand that sometimes it feels as if the world is changing faster than we can keep up. Our purpose is to help you create a new model, one that invites communication, action plans and gives you piece of mind.
We start with our 5 I Framework
What new possibility are you inspired to create?
What parts of your life would you like to evolve in positive ways?
Why is it important to you to have this new future?
In the world of business, success stories are the true testament to the value of a product or service. At White River Consulting, we take pride in the partnerships we’ve forged with our clients and the transformative experiences we’ve helped create. Our client case studies offer a glimpse into these journeys, showcasing real-world examples of how our solutions have driven growth, solved challenges, and exceeded expectations.
In the face of a family crisis and a fading legacy, the Lauren family sought a lifeline. With their matriarch's health deteriorating and a future for their family's foundation and estate uncertain, they turned to us for guidance. Discover how we helped this family navigate their unique challenges, preserve their heritage, and secure a brighter future.
Meet the Greenfield family—a dynamic blend of business, family, and life. Juggling a growing business with young children and a complex array of advisors, their journey started with the delicate balance of it all. As their enterprise expanded, so did the complexity of their life. Discover how we stepped in to streamline their affairs, bring order to the chaos, and create a harmonious path towards both personal and professional success.
Discover the remarkable journey of the Spencers—a family deeply committed to their long-term relationship with their investment professional. When their needs outgrew the scope of their existing arrangements, they turned to us to provide a higher level of coordination. Delve into their story and see how we swiftly transformed their financial landscape, alleviating stress and paving the way for informed decision-making and financial clarity.
We’re here to provide you with expert guidance and support to secure your family’s financial legacy. Reach out to us today and start your journey to financial prosperity.