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 Jun 39min
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 Mai 52min
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 Mai 41min
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 Apr 37min
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 Apr 35min
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 Mar 52min
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 Jan 49min
