Building Beneficiaries, Not Dependents with Rick Waggoner
Host Christi Van Rite interviews Rick Waggoner, founder of the Family Office Forum of Texas, a confidential peer-to-peer community that has grown from three families to 125 families in nine groups plu...
7 Loka 43min
Showing Value as a Family Office Practitioner
Christi welcomes listeners to the Family Office Success Podcast and interviews professional coach Michèle Soregaroli about how practitioners can show value and avoid disconnects between the value they...
30 Syys 41min
Building Better Trustee–Beneficiary Relationships with Amanda Koplin
Christi Van Rite interviews Amanda Koplin about how trustees can better interact with beneficiaries, drawing on Koplin’s background as a licensed professional counselor, certified hostage negotiator, ...
16 Syys 38min
Managing Tangible Assets and Family Legacy with Sonya Weisshappel
In this episode of the Family Office Success podcast, host Christi Van Rite talks with Sonya Weisshappel about helping families inventory what they own—across multiple homes and storage, so tangible a...
1 Syys 41min
The Most Important Asset You Own? Your Health
In this episode, host Christi Van Rite sits down with Dr. Tracy Gapin, founder of Peak Launch, to explore why health is the most overlooked asset in high-performance leadership. Dr. Gapin, a board-cer...
23 Kesä 39min
Unlocking the Secrets of Entrepreneurial Growth
In this episode of the Family Office Success podcast, host Christi Van Rite speaks with entrepreneur and podcaster Chris Reynolds, who has interviewed hundreds of founders, including over 40 billion-d...
9 Kesä 35min
Mastering Bill Pay in Family Offices
In this episode of the Family Office Success podcast, host Christi Van Rite and Michelle, Lead Family Relationship Manager at White River Consultants, pull back the curtain on bill pay within family o...
26 Touko 52min
