Family Office Success

Family Office Success

We're talking all things Family Office. We break down what they are, how they work, how to make them work better - and why you probably already have a structure in place! We help you understand what family office services are and guide other providers on how to serve family's in the exact way we do. We believe we all get better when the conversation is open, curious and educational!

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Jaksot(59)

From Conflict to Connection: Empowering Families to Embrace Tough Conversations

From Conflict to Connection: Empowering Families to Embrace Tough Conversations

In this episode of the Family Office Success Podcast, host Christi Van Rite interviews Thomasina Williams, an expert in family leadership development. Thomasina shares her journey from practicing law ...

29 Huhti 202549min

Navigating Healthcare: The Key to Empowering Families in Times of Need

Navigating Healthcare: The Key to Empowering Families in Times of Need

In this episode of the Family Office Success Podcast, host Christi Van Rite leads a discussion on healthcare navigation for family offices, featuring Dr. Brian Dooreck, a seasoned healthcare professio...

15 Huhti 202534min

Empowering Family Offices: The Importance of Cybersecurity Assessments and Ongoing Support

Empowering Family Offices: The Importance of Cybersecurity Assessments and Ongoing Support

In this episode of the Family Office Success Podcast, host Christi Van Rite discusses the critical importance of cybersecurity for family offices with Tony Gebley from Annapurna Cybersecurity. Tony sh...

1 Huhti 202543min

Building a Legacy: Why Every Family Should Document Their Journey

Building a Legacy: Why Every Family Should Document Their Journey

In this episode of the Family Office Success Podcast, host Christi Van Rite converses with Josh Kanter, founder of Leaf Planner. They explore the complexities of managing family wealth and the necessi...

25 Maalis 202538min

The Greatest Secrets to Successful Multi-Generational Families

The Greatest Secrets to Successful Multi-Generational Families

In this episode of the Family Office Success Podcast, host Christi Van Rite converses with Savannah Suttle, a third-generation family office member and CEO of Schema Consulting. They delve into the cr...

18 Maalis 202537min

Essential Questions for Families: Navigating the Family Office Interview Process - Part 2

Essential Questions for Families: Navigating the Family Office Interview Process - Part 2

In this episode of the Family Office Success Podcast, host Christi Van Rite offers crucial advice on selecting advisors for family offices. She stresses the importance of asking insightful questions b...

8 Loka 202414min

Essential Questions for Families: Navigating the Family Office Interview Process

Essential Questions for Families: Navigating the Family Office Interview Process

In this episode of the Family Office Success Podcast, host Christi Van Rite revisits a popular blog post to guide families on interviewing potential family offices. She emphasizes the importance of as...

3 Loka 202418min

The Best Way to Manage Special Projects: Insights from a Family Office Expert

The Best Way to Manage Special Projects: Insights from a Family Office Expert

In this episode of the Family Office Success Podcast, Christi Van Rite explores the complexities of managing special projects, such as home construction, property renovations, and significant passion ...

24 Syys 202410min

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