Mastering Bill Pay in Family Offices

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 office services. They explore when to add bill pay, common pitfalls like duplicate invoices and uncashed checks, and the value of strong vendor relationships. The conversation highlights the critical role of structured processes, proactive follow-up, and clear communication. They also share practical insights on using Bill.com, including onboarding challenges and platform limitations, offering actionable guidance for family offices looking to deliver seamless, trustworthy bill pay services.

www.whiteriverconsultants.com

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Avsnitt(55)

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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...

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Unlocking the Secrets of Entrepreneurial Growth

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Donor Advised Funds & Other Ways to Optimize Your Giving

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21 Apr 35min

The #1 Mistake Advisors Make: Assuming the Plan Will Work

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10 Mars 52min

Global Mobility: Navigating Citizenship and Residency by Investment

Global Mobility: Navigating Citizenship and Residency by Investment

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19 Jan 49min

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