Check out our founder, Christi Van Rite, featured on the Financial Advisor Success podcast!
We align advisors, manage information,
and ensure clarity across generations.
Services
At White River Consultants, our primary role is to serve as your Family Office Integrator — the outsourced COO and Chief of Staff for your family.
We don’t replace your advisors. Instead, we bring them together around a single, unified strategy. By coordinating attorneys, CPAs, investment managers, and specialists, we make sure decisions are aligned, information flows smoothly, and nothing falls through the cracks.
What Integration Delivers:
Services
At White River Consultants, our primary role is to serve as your Family Office Integrator — the outsourced COO and Chief of Staff for your family.
We don’t replace your advisors. Instead, we bring them together around a single, unified strategy. By coordinating attorneys, CPAs, investment managers, and specialists, we make sure decisions are aligned, information flows smoothly, and nothing falls through the cracks.
Services
At White River Consultants, our primary role is to serve as your Family Office Integrator — the outsourced COO and Chief of Staff for your family.
We don’t replace your advisors. Instead, we bring them together around a single, unified strategy. By coordinating attorneys, CPAs, investment managers, and specialists, we make sure decisions are aligned, information flows smoothly, and nothing falls through the cracks.
Integration works best when it’s built on accurate, timely information. That’s why we support families through:
We manage documents, data, and reporting so there’s always one up-to-date, accurate source. From digital infrastructure to recordkeeping systems, we ensure that your information is organized, secure, and accessible when needed.
We handle bookkeeping and bill pay not as an end in itself, but as a foundation for clarity. Accurate numbers power better decisions, streamlined reporting, and stronger alignment across your advisory team.
From new home construction to large-scale family initiatives, we coordinate budgets, timelines, and communications. Our role is to simplify complexity so your projects run smoothly — without consuming your time or energy.
Integration works best when it’s built on accurate, timely information. That’s why we support families through:
We learn your family’s goals, advisors, and systems.
We build clear processes, reporting, and digital infrastructure.
We align advisors and manage operations so everything works together.
We ensure long-term systems that last across generations.
Integration works best when it’s built on accurate, timely information.
That’s why we support families through:
We learn your family’s goals, advisors, and systems.
We build clear processes, reporting, and digital infrastructure.
We align advisors and manage operations so everything works together.
We ensure long-term systems that last across generations.
Confidentiality and discretion are at the heart of our work.
We operate quietly in the background, creating clarity and continuity for families while ensuring privacy at every step.
If you’re ready to simplify complexity and unify your advisors, we’d love to connect.