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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Episoder(55)

Auction House Insights with Kathleen O'Brien from Bonhams

Auction House Insights with Kathleen O'Brien from Bonhams

In this episode of the Family Office Success podcast, Christi Van Rite explores the world of auction houses with Kathleen O'Brien, Director of Trust and Estates at Bonhams. Kathleen discusses her back...

18 Jan 31min

You Can't Cut a Painting In Half! with Michelle Castro of Heritage Auctions

You Can't Cut a Painting In Half! with Michelle Castro of Heritage Auctions

When it comes to dividing family collections and heirlooms, the challenges go far beyond financial value. Michelle Castro, VP of Trust and Estates at Heritage Auctions, breaks down why tangible person...

18 Jan 37min

Choosing The Right Auction House with Caroline Baker Smith from Freeman's

Choosing The Right Auction House with Caroline Baker Smith from Freeman's

In this episode of the Family Office Success podcast, Christi Van Rite hosts Caroline Baker Smith, Vice President and Senior Director at Freeman's Auction House. They discuss how families can choose t...

16 Jan 26min

Understanding Auction House with Joey Quigley from Christie’s

Understanding Auction House with Joey Quigley from Christie’s

In this episode of the Family Office Success podcast, Christi Van Rite engages in a detailed conversation with Joey Quigley, Senior Vice President at Christie's Auction House, focusing on the nuances ...

14 Jan 30min

Regional vs Marquee Auction Houses with Erin Marie Wallace

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 Jan 48min

Designing for Real Life: How to Make Your Home Work for Every Family Member

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 Des 202539min

From Checkbook Giving to Real Change: Modernizing Your Family’s Philanthropy

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 Nov 202537min

The Great Transition

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 Okt 202551min

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