Check out our founder, Christi Van Rite, featured on the Financial Advisor Success podcast!
The White River Mastermind is a curated community of advisors, consultants, and professionals who work with Ultra High Net Worth families.
It’s a space designed to share insights, refine practices, and learn from peers — all with the goal of delivering greater clarity, continuity, and outcomes for the families you serve.
RIAs seeking to expand into family office services.
CPAs and attorneys who want to integrate more effectively with other advisors.
Consultants and specialists supporting family enterprises, governance, or legacy planning.
Professionals looking for frameworks, tools, and a trusted peer community.
Templates, frameworks, and proven processes to strengthen your practice.
Insights from peers facing similar challenges.
Exposure to best practices from family offices and related industries.
A trusted network of professionals committed to serving families with excellence.
Regular interactive sessions featuring topics such as integration, systems, marketing, and advisor collaboration.
Structured modules that walk you through building and strengthening family office services.
Breakouts and discussion groups for real-time problem-solving.
Access to recordings, templates, and a community hub for continued learning.
Regular interactive sessions featuring topics such as Integration, Systems, Marketing, and Advisor Collaboration.
Structured modules that walk you through building and strengthening family office services.
Breakouts and discussion groups for real-time problem-solving.
Access to recordings, templates, and a community hub for continued learning.
Families deserve advisors who are aligned and equipped to work together seamlessly. By joining the Mastermind, you’ll sharpen your skills, expand your toolkit, and join a network that values collaboration over competition.
If you’re ready to grow your capabilities and join a community of professionals redefining family office services, we invite you to learn more.