Mastering Bill Pay in Family Offices

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 office services. They explore when to add bill pay, common pitfalls like duplicate invoices and uncashed checks, and the value of strong vendor relationships. The conversation highlights the critical role of structured processes, proactive follow-up, and clear communication. They also share practical insights on using Bill.com, including onboarding challenges and platform limitations, offering actionable guidance for family offices looking to deliver seamless, trustworthy bill pay services.

www.whiteriverconsultants.com

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Jaksot(55)

The Most Important Asset You Own? Your Health

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

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 the Art of Delegation for Entrepreneurial Success

Mastering the Art of Delegation for Entrepreneurial Success

In this episode of the Family Office Success podcast, host Christi Van Rite speaks with Terry Pham of Superpowers about when entrepreneurs and families should seek help and delegate tasks. Terry intro...

12 Touko 41min

Building a Meaningful Philanthropy Strategy

Building a Meaningful Philanthropy Strategy

In this episode of the Family Office Success podcast, Christi Van Rite continues the philanthropy series with Joshua Chadajo of JEC Philanthropy to discuss helping families get to the “why” behind the...

28 Huhti 37min

Donor Advised Funds & Other Ways to Optimize Your Giving

Donor Advised Funds & Other Ways to Optimize Your Giving

Listen in as host Christi Van Rite speaks with Kerrie Mitchell, Managing Partner of FSO Partners as they talk about integrating philanthropy intentionally into family wealth strategies. Kerrie emphasi...

21 Huhti 35min

The #1 Mistake Advisors Make: Assuming the Plan Will Work

The #1 Mistake Advisors Make: Assuming the Plan Will Work

Join host Christi Van Rite in conversation with estate planning and insurance experts Norman Ross and Harold Unger as they share real case studies that reveal what happens when families ignore sound a...

10 Maalis 52min

Global Mobility: Navigating Citizenship and Residency by Investment

Global Mobility: Navigating Citizenship and Residency by Investment

Exploring Citizenship and Residency by Investment with Simon Gabbay of Henley & Partners.In this episode of the Family Office Success podcast, host Christi Van Rite talks with Simon Gabbay from Henley...

19 Tammi 49min

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