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 Okt 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 Sep 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 Sep 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 Sep 202530min
Commissioning: The Secret To A Smooth Home Build
In this episode of the Family Office Success Podcast, host Christi Van Rite interviews Wes Van Rite, a leading expert in building science and commissioning for high-end residential estates. They discu...
19 Aug 202551min
Making Complex Simple: The Secret to a Smooth High-End Home Build
In this episode of the Family Office Success Podcast, host Christi Van Rite interviews Wes Van Rite, a leading expert in building science and commissioning for high-end residential homes. They discuss...
19 Aug 202551min
Legacy Isn’t Just Legal: Why Funeral Planning Deserves a Seat at the Table
In this episode of the Family Office Success Podcast, host Christi Van Rite welcomes Jeff Lambert of LHT Consulting Group to discuss the vital yet often overlooked topic of funeral planning for high-n...
5 Aug 202534min
Revolutionizing Family Legal Counsel with Koby Willbanks
In this episode of the Family Office Success Podcast, Christi introduces Koby Willbanks from Continuum Legal, discussing her unique role as a concierge general counsel for family enterprises and famil...
23 Jul 202536min
