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(59)

Building Beneficiaries, Not Dependents with Rick Waggoner

Building Beneficiaries, Not Dependents with Rick Waggoner

Host Christi Van Rite interviews Rick Waggoner, founder of the Family Office Forum of Texas, a confidential peer-to-peer community that has grown from three families to 125 families in nine groups plu...

7 Okt 43min

Showing Value as a Family Office Practitioner

Showing Value as a Family Office Practitioner

Christi welcomes listeners to the Family Office Success Podcast and interviews professional coach Michèle Soregaroli about how practitioners can show value and avoid disconnects between the value they...

30 Sep 41min

Building Better Trustee–Beneficiary Relationships with Amanda Koplin

Building Better Trustee–Beneficiary Relationships with Amanda Koplin

Christi Van Rite interviews Amanda Koplin about how trustees can better interact with beneficiaries, drawing on Koplin’s background as a licensed professional counselor, certified hostage negotiator, ...

16 Sep 38min

Managing Tangible Assets and Family Legacy with Sonya Weisshappel

Managing Tangible Assets and Family Legacy with Sonya Weisshappel

In this episode of the Family Office Success podcast, host Christi Van Rite talks with Sonya Weisshappel about helping families inventory what they own—across multiple homes and storage, so tangible a...

1 Sep 41min

The Most Important Asset You Own? Your Health

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 Juni 39min

Unlocking the Secrets of Entrepreneurial Growth

Unlocking the Secrets of Entrepreneurial Growth

In this episode of the Family Office Success podcast, host Christi Van Rite speaks with entrepreneur and podcaster Chris Reynolds, who has interviewed hundreds of founders, including over 40 billion-d...

9 Juni 35min

Mastering the Art of Delegation for Entrepreneurial Success

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 Maj 41min

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