Check out our founder, Christi Van Rite, featured on the Financial Advisor Success podcast!

White River Resources

Discover Tailored Solutions for High-Net-Worth Families

Discover More

Family Office

Insights from Our Family Office Experts

The Hidden Costs of Poor Financial Organization in Family Wealth Management

Poor financial organization can have significant, often hidden, consequences—particularly in the realm of family wealth management. Disorganized financial practices can negatively impact both the financial health of a family and the overall well-being of its members. Today we will delve into the multifaceted consequences of poor financial organization, offering actionable advice to help families avoid […]
Read More

The Essential Role of Family Offices in Financial Decision-Making

Family offices play a pivotal role in financial decision-making, especially for families managing significant wealth. By bringing clarity, confidence, and control to both financial and personal affairs, family offices provide a comprehensive approach that ensures a family’s wealth aligns with their values, goals, and legacy. Below is a detailed breakdown of the essential roles family […]
Read More

Running the Business and the Business of the Family

Today we are talking about how we bring advisory teams together, help them communicate and keep the boat moving in a (mostly) straight line. Keep in mind, there are a lot of ways you can manage teams and projects. This just happens to be the way we do it at White River. Also note that […]
Read More

Managing Chaos in Financial Responsibilities: Insights from the Family Office Success Podcast

Managing the chaos of financial responsibilities can often feel overwhelming, especially with the complexities that modern life brings. A family office can serve as a stabilizing force, bringing calm and clarity to what can otherwise be a chaotic and demanding experience. This post will break down key insights from the Family Office Success Podcast, offering […]
Read More

Protecting Family Information: Who Should Have Access and the Role of a Family Office

The Importance of Managing and Protecting Family Information Managing and protecting family information is a crucial yet often overlooked aspect of preserving a family’s legacy. Whether it’s sensitive financial records, legal documents, or personal data, the way information is stored, accessed, and shared can have significant long-term implications. Mismanaged access can lead to inefficiencies, disputes, […]
Read More

From Filing Cabinets to the Cloud: Modernizing Family Record Keeping

The Challenges of Traditional Record Keeping Remember the last time you needed an important document? If you’re like most families, it probably involved digging through overstuffed filing cabinets, rummaging through desk drawers, or calling multiple family members to track down that crucial piece of paper. In today’s digital age, this archaic system of record keeping […]
Read More

Financial Services

Exploring Financial Strategies with Our Experts

The Essential Role of Family Offices in Financial Decision-Making

Family offices play a pivotal role in financial decision-making, especially for families managing significant wealth. By bringing clarity, confidence, and control to both financial and personal affairs, family offices provide a comprehensive approach that ensures a family’s wealth aligns with their values, goals, and legacy. Below is a detailed breakdown of the essential roles family […]
Read More

Managing Chaos in Financial Responsibilities: Insights from the Family Office Success Podcast

Managing the chaos of financial responsibilities can often feel overwhelming, especially with the complexities that modern life brings. A family office can serve as a stabilizing force, bringing calm and clarity to what can otherwise be a chaotic and demanding experience. This post will break down key insights from the Family Office Success Podcast, offering […]
Read More

Simplifying Complex Finances: How White River Consultants Supports High-Net-Worth Families

In a recent Financial Advisor Success podcast episode, Christi Van Rite, Founder of White River Consultants, discusses how her firm specializes in providing administrative family office services to ultra-high-net-worth families. After nearly a decade as a traditional financial advisor, Christi identified a critical gap in the industry—many high-net-worth families needed more than just investment management; […]
Read More
bill payment

The Guide to Bill Payment Services: Why you Need a Procedure Manual

It’s critical to handle client bill payment services with care and precision. This is especially true for multi-family offices, CPAs, and attorneys. Having a clear procedure manual for bill payment ensures smooth operations and maintains client trust. Without one, mistakes can happen, potentially harming your relationship with clients. The Importance of a Process and Procedure […]
Read More

Due Diligence: Ensuring A Third Party Partnership’s Success

A Due Diligence Questionnaire (DDQ) is a critical tool for financial firms when evaluating potential partners, such as investment managers, service providers, or counterparties. It serves as a structured set of questions designed to gather comprehensive information about the potential partner’s operations, risk management practices, compliance with regulations, and overall suitability for collaboration. What is […]
Read More

Category 2

Podcast

Explore Our Podcast Library

Explore Episodes

Add Your Heading Text Here

Subscribe to our newsletter

@ 2024 White River Consultants / Privacy Policy
Skip to content