Regional vs Marquee Auction Houses with Erin Marie Wallace
In this episode of the Family Office Success podcast, Christi Van Rite sits down with Erin Marie Wallace to discuss the ins and outs of working with auction houses. Erin Marie shares her extensive bac...
12 Tammi 48min
Designing for Real Life: How to Make Your Home Work for Every Family Member
In this episode of the Family Office Success Podcast, host Christi Van Rite welcomes Rachel Jackson of Rachel Jackson Design to discuss the transformative power of sensory-aware interior design. Toget...
2 Joulu 202539min
From Checkbook Giving to Real Change: Modernizing Your Family’s Philanthropy
https://www.enlightenedphilanthropy.com/https://www.linkedin.com/in/deborah-goldstein-48b31119/Deborah's resource to help guide family conversations: https://www.enlightenedphilanthropy.com/family-phi...
25 Marras 202537min
The Great Transition
In this episode of the Family Office Success Podcast, Christi addresses the looming “great silver tsunami”—a wave of retirements among first-generation family office executives. Drawing on real-world ...
28 Loka 202551min
Open Enrollment and Health Care Advocacy with Lindsay Loomis
In this episode of the Family Office Success podcast, host Christi converses with Lindsay Loomis from Emry Health. They discuss the complexities of navigating the healthcare system, including critical...
14 Loka 202529min
Family Office Playbook: Right Team, Right Strategy, Right Values
In this episode of the "Family Office Success Podcast," host Christi Van Rite and industry expert Kyle McDaniel explore the foundations of effective family office leadership. They discuss the critical...
30 Syys 202548min
Secrets to a Successful Family Office with Chris Seeger (Exceptional Advisor Podcast)
In this episode of the Family Office Success podcast, host Christi shares a conversation from the Exceptional Advisory Podcast with Chris Seeger. They discuss the intricacies and importance of family ...
16 Syys 202540min
Balancing Tradition and Innovation in Family Offices with Brian Adams
In this episode of the Family Office Success podcast, Christi engages in an insightful conversation with Brian Adams from Mac International about the challenges and nuances of talent acquisition withi...
2 Syys 202530min
