White River Consultants

Effective Date: January 1, 2025

Welcome to White River Consultants. These Terms of Service (“Terms”) govern your access to and use of our website, services, and communications. By using our website or engaging our services, you agree to be bound by these Terms.

1. Who We Are

White River Consultants is an Administrative Family Office Services company. We provide non-legal, non-tax, and non-investment services that support the financial and operational wellbeing of ultra-high-net-worth families and their advisory teams.

2. Scope of Services

Our services include but are not limited to:

• Bookkeeping and bill pay coordination
• Financial organization and reporting
• Project oversight and communication facilitation
• Consulting for families and family office professionals

We do not offer legal, investment, tax, or CPA services. Any information we provide is for general purposes and should not be considered professional legal or financial advice.

3. Client Responsibilities

When working with us, you agree to:

• Provide accurate and timely information
• Maintain access to necessary systems and documents
• Review and respond to communications and deliverables within a reasonable timeframe

Failure to do so may affect our ability to deliver services as agreed.

4. Confidentiality

We take your privacy seriously. All information shared with White River Consultants is handled with strict confidentiality. We will not share your personal or business data with third parties unless required by law or explicitly authorized by you.

5. Data and Security

We use secure platforms to manage client data and communication. However, you acknowledge that no system is completely secure, and you agree not to hold us liable for any unauthorized access or data breaches that occur despite reasonable safeguards.

6. Intellectual Property

All content on this site—including text, visuals, downloads, and tools—are the property of White River Consultants unless otherwise noted. You may not reuse, distribute, or replicate any content without our prior written consent.

7. Payments and Refunds

Payments for consulting services, packages, or retainers are due as outlined in your individual agreement. We do not offer refunds for services rendered. Pass-through costs such as software fees or third-party expenses are the responsibility of the client.

8. Limitation of Liability

White River Consultants will not be liable for any indirect, incidental, or consequential damages arising from your use of our services or website. Our total liability is limited to the amount you paid for services during the twelve months prior to any claim.

9. Third-Party Services

We may recommend or integrate with third-party services (e.g., accounting software, communication tools). You are responsible for reviewing and accepting their terms. We are not liable for any issues that arise from their use.

10. Governing Law

These Terms are governed by the laws of the State of Texas. Any disputes shall be resolved through mediation or arbitration in Austin, Texas.

11. Changes to Terms

We may update these Terms from time to time. The current version will always be posted on our website, with the effective date listed above. Continued use of our site or services constitutes acceptance of any updates.

12. Contact Us

For questions about these Terms or our services, please contact:
📧 christi@whiteriverconsultants.com
📍 Austin, TX
📞 737-497-3450