Check out our founder, Christi Van Rite, featured on the Financial Advisor Success podcast!

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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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Succession planning for family offices – Addressing the Aging Family Office

The family office industry, though still relatively young, is at a pivotal crossroads. Many family offices established in the 1970s and 1980s are now facing an inevitable reality: their key administrative professionals—bookkeepers, CPAs, attorneys, and support staff—are aging. These dedicated individuals have often spent decades serving their families, becoming trusted stewards of wealth and legacy. […]
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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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insurance

How can an AFO Help with my Insurance Policies?

Insurance can be a tricky matter for any family, but for high-net-worth individuals, it is even more complicated. Family offices play a critical role in helping families assess their insurance needs and coordinating insurance policies that neither overlap nor leave gaps in insurance coverage. Sometimes, this requires customized insurance solutions and creating a full portfolio […]
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outsourced family office

In-house vs. Outsourced Family Office Services

In-house or outsourced Family Office Services? In the world of family office services, Registered Investment Advisors (RIAs), Multi-Family Offices (MFOs), and Single Family Offices (SFOs) constantly grapple with the decision of whether to provide family office services in-house or outsource them to a partner firm.  This decision is far from straightforward and should be made […]
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Family office services

Understanding Your Firm’s Identity in Family Office Services

In the ever-evolving world of family office services, the landscape is rife with buzzwords and industry jargon that can sometimes drown out the essence of what truly matters- knowing who you are as a firm and how you can best serve your clients. To excel in this competitive field, it’s crucial to ignore the noise […]
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Success Stories

How Mastermind Resources Have Helped Business Owners Like You

The Essential Role of Family Offices in Financial Decision-Making

Family offices play a pivotal role in financial decision-making, especially for families managing significant wealth. By bringing clarity, confidence, and control to both financial and personal affairs, family offices provide a comprehensive approach that ensures a family’s wealth aligns with their values, goals, and legacy. Below is a detailed breakdown of the essential roles family […]
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Managing Chaos in Financial Responsibilities: Insights from the Family Office Success Podcast

Managing the chaos of financial responsibilities can often feel overwhelming, especially with the complexities that modern life brings. A family office can serve as a stabilizing force, bringing calm and clarity to what can otherwise be a chaotic and demanding experience. This post will break down key insights from the Family Office Success Podcast, offering […]
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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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