Check out our founder, Christi Van Rite, featured on the Financial Advisor Success podcast!
Discover the strategies that can help you grow and safeguard your wealth with our Wealth Management Strategies service. Explore our comprehensive approach to financial success.
Services
At White River, our Wealth Management Strategies service is designed to provide you with expert guidance and solutions in various critical areas of wealth management and estate planning. We understand that your financial success is not only about growing your assets but also safeguarding your legacy and ensuring your wishes are met. Here’s how our Wealth Management Strategies service can benefit you:
We meticulously manage your estate plan records, ensuring all legal documents are up-to-date and efficiently coordinating the flow of funds as per your wishes. This essential service provides you with peace of mind knowing that your estate plan is in capable hands.
Our experienced team can act as a Trustee or Executor for your trust and estate, handling complex administrative tasks with precision and ensuring your estate is distributed according to your wishes, efficiently and transparently.
Private equity investments require special attention. We complete subscription documents and track capital calls, distributions, and other communications for a complete picture of the investment.
Stay informed about your entire investment portfolio with our consolidated reporting. We bring together data on both liquid and private investments, real estate, & business assets providing a clear and comprehensive overview of your financial holdings.
We seamlessly coordinate with your external advisors, including investment managers, legal counsel, insurance professionals, and accountants. This collaborative approach ensures that all aspects of your financial strategy align and work together effectively.
Protecting your assets and loved ones is paramount. We conduct thorough reviews of your property/casualty and life insurance policies, identifying any gaps or opportunities for improvement in your coverage.
Our Promise
At White River we are dedicated to helping you achieve your financial goals while minimizing risks and maximizing opportunities. Our Wealth Management Strategies service is the cornerstone of our commitment to your financial well-being. Let us partner with you on your journey to financial success.
Strategic Asset Diversity: Building Legacies with Confidence
Are the administrative tasks of managing your household or estate overwhelming you? Let us alleviate your administrative burdens, providing you with the peace of mind you deserve. Explore our administrative support solutions today and regain control of your time and resources.
Think of us as your in-house coordinator. The other things you do that take time and need oversight to make sure they happen. Calls need to be made, people need to be connected, money is changing hands. Let us keep the processes moving for you.
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.