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.
Simplification is the ultimate sophistication. Creating your family’s operating system creates cohesion between your family and the team. It also creates a level of security and privacy necessary in today’s world.
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.
Services
We understand that administrative tasks can become overwhelming and get pushed to the side. We streamline processes for you, helping everything run more smoothly.
Say goodbye to the hassle of managing household bills. We ensure that your bills are paid on time, allowing you to focus on more important matters.
We maintain meticulous records of your finances and private equity investments, providing you with a clear and organized financial picture.
Leave the complexities of employee payroll and compliance to us. We ensure that your payroll processes adhere to regulations and run smoothly.
Never miss an essential document or piece of mail again. We handle mail retrieval and review to keep you informed and organized.
Efficiently organize and secure your important documents. Our document management services ensure that your critical records are easily accessible when needed.
Whether you have a second home or need your primary residence prepared for family arrivals, we manage property details and ensure everything is in order for a seamless experience.
Services
Benefit from our expertise in executing high-value, complex project management discreetly and with the utmost precision. Our services encompass private aircraft management, annual entity reporting filings, tax documentation preparation, and seamless coordination of advisory teams.
We specialize in the governance and compliance of entities, ensuring that your business operations run smoothly, and legal compliance is maintained.
Collaborate seamlessly with your Trustee and Executor as we provide expert support in managing trusts and estates. We ensure that all administrative tasks are handled efficiently and in accordance with your wishes.
Managing luxury assets such as aircraft, yachts, and passion investments requires specialized expertise. We offer expert management to maximize the value and enjoyment of these assets.
Our tax document preparation processes are meticulously designed to alleviate the burden of tax compliance. We ensure accurate and timely preparation for tax reporting, reducing your tax liabilities and providing you with peace of mind.
When it comes to residential construction, we handle coordination and project management to ensure that your property is built or renovated to your specifications and within budget.
Streamline the collaboration of professionals from various domains, ensuring all aspects of your financial strategy align seamlessly. We facilitate effective communication, enabling your team to work together efficiently and achieve your financial objectives.
Our Promise
At White River we are dedicated to helping you achieve your financial goals while minimizing risks and maximizing opportunities. Our services are the cornerstone of our commitment to your financial well-being. Let us partner with you on your journey to financial success.
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.
