Check out our founder, Christi Van Rite, featured on the Financial Advisor Success podcast!
Welcome to the White River Academy, where we help you create a successful family office.
At White River Academy, we have a team of experienced professionals who specialize in managing successful family offices. Emerging practices often face costly mistakes due to a lack of processes, bandwidth, and best practices. This can be disastrous for their business and the high net worth families that they serve. With our comprehensive curriculum and hands-on approach, you’ll gain the knowledge and expertise needed to be profitable and efficient in your family office from the start.
Are you unsure of your next steps? If you would like one-on-one coaching to get clarity around big questions, we offer coaching hours in 5 hour blocks. If you have questions such these but want a little more personalized support, coaching might be the right place to start.
This is your time to use in any way that is most helpful for you to know how to move forward.
This is a fast-paced industry with constant innovation and more esoteric platitudes than you can shake a stick at. The AFOS Mastermind Community is built to be an ongoing resource for collaboration, getting un-stuck on a challenge, and keeping up to date with the latest trends and industry events.
We believe that success is more accurately measured when we as an industry get better, when innovation creates opportunities, and when we set higher standards that benefit the families we serve. We answer questions, provide templates on best practices and provide ongoing thought leadership on regulations and compliance effecting this work, or our families directly.
Everyone needs a community. A tribe of people who understand what you are trying to build and get better at, and who you can turn to when things go sideways and you need help. An abundance mindset is at the heart of this AFOS Mastermind Community.
We hope you will join us!
Our hands-on consulting provides you with a turnkey, ready to apply model. This is for firms who are ready to implement services and prefer to skip the messy middle of writing the documents, finding the software, training your employees and learning on-the-job. We work with your firm to create a customized solution to integrate into your current model, software, and employee capabilities. We will help you craft specific language to use with your clients around the new services, costs and value proposition.
As with any new service your firm adds, the benefits must outweigh the risks, otherwise you would be wise to walk away. Consider these questions.
How will you handle situations where a once happy client is now frustrated by unmet expectations?
How much are you willing to risk? Even with the best of intentions, things will go wrong. If you rolled out new services to your top 5 clients and a mistake is made, are you willing to lose 3 of those 5 clients and their revenue?
Are you prepared to continue providing services to clients or change your fee model to accommodate for scope creep? An unprofitable business is not sustainable.
Ready to excel in family office services? Our AFOS Academy is your ticket to unlocking success at scale, elevating service and delighting your clients. Join now to access expert insights, coaching and resources!
Packages
Documents customized to your firm and software
1:1 with Leadership to asses fees, staffic, & marketing
Packages
Gain the skills needed for success in AFOS industry. Our program is designed to provide you with practical knowledge and jumpstart your business.
Join our community of professionals dedicated to excellence in AFOS to enhance your expertise and grow your firm.
Our newsletter and monthly calls are designed to equip you with the knowledge and skills needed to thrive in the family office industry.
Subscribe to our newsletter for expert guidance and stay confident in your family office services journey. Join us to learn, grow, and succeed together.
Before engaging in coaching or consulting, clients often have several questions to ensure they make an informed decision. Here are the most frequently asked questions:
Collectively, our team has over 60 years of experience in the family office, wealth management, project management and tax planning fields. We have made many mistakes in our careers and have come together to keep others from falling into the same holes.
Each new coaching and consulting client begins with an initial assessment to determine what is important to you to create. We will identify your current strengths and help you imagine how it could all come together. From there, we work through the options of how to get there and decide how to move forward with implementation. The difference between coaching and consulting – the depth and customization for each of those steps! The timeline and expectations for both us and you are discussed prior to onboarding you as a new client, so you know the path before we engage.
We keep our fees transparent and up front. We sell coaching hours in a 5 hour block, paid upfront, to be used on any part of the process you need help with. Our consulting contracts have the scope of work, responsibilities of all parties and the timeline. Additions to the scope of work will be discussed prior to work being conducted and billed at our hourly rate. You will never receive an invoice that you were not expecting. These payments are typically set up with milestones in the process. Our Mastermind Community fee is billed either up-front or quarterly, whichever is easiest for you.
Privacy and confidentiality are paramount in coaching and consulting engagements, especially when dealing with sensitive business information. We take the same approach with our coaching and consulting clients as we do with our families. NDA’s are signed upon request and sensitive information is encrypted end to end.
Have questions or need assistance with our programs? Feel free to reach out to our dedicated team. We’re here to help you every step of the way on your educational journey.