Conversations with the attorneys, CPAs, auction specialists, philanthropic advisors, and operators who work alongside ultra high net worth families, hosted by Christi Van Rite, founder of White River Consultants.
Dozens of episodes on how families evaluate providers, what the terminology actually means, and how the operational side of significant wealth gets handled day-to-day.
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New to the show? These three are among our most downloaded.
Christi breaks down the differences between single family, multifamily, and administrative family offices: what each one actually does, where each falls short, and what to weigh when you are working out which structure fits.
Family Office Fundamentals · February 2024
A conversation originally recorded for Chris Seeger's show, in which Christi tells the story of founding White River Consultants: the early hurdles, the decisions that shaped it, and why clarity of structure is what carries a family enterprise across generations.
Family Office Fundamentals · September 2025
Savannah Suttle, a third generation family office member and CEO of Schema Consulting, on relationship capital: why governance and open communication matter as much as the money, and how families can start small with a playbook and documented family stories.
Family Governance, Communication & Legacy · March 2025
Six areas, and somewhere to start in each. Open a category to see every episode in it.
Start with: Mastering Bill Pay in Family Offices
Start with: Mastering the Art of Delegation for Entrepreneurial Success
Start with: The #1 Mistake Advisors Make: Assuming the Plan Will Work
Start with: Global Mobility: Navigating Citizenship & Residency by Investment
Start with: Choosing the Right Auction House
When to add bill pay to a family's services, the pitfalls that recur across households, and what strong vendor relationships change about the work.
Joshua Chadajo of JEC Philanthropy on philanthropic audits, living giving plans, and why so many donors end up giving defensively rather than deliberately.
Kerrie Mitchell of FSO Partners on choosing between a donor advised fund and a foundation, and why more than $326 billion currently sits idle in DAFs.
Simon Gabbay of Henley & Partners on how citizenship and residency programmes work, what documentation they require, and why American interest has risen.
Available wherever you get your podcasts.
If you're weighing whether to bring in outside coordination for your family's operations, our guide to interviewing family office providers covers what to ask, and the glossary decodes the terminology you'll hear along the way.
