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
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
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
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
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 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 Maj 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 Maj 41min
