Building a Meaningful Philanthropy Strategy
In this episode of the Family Office Success podcast, Christi Van Rite continues the philanthropy series with Joshua Chadajo of JEC Philanthropy to discuss helping families get to the “why” behind the...
28 Apr 37min
Donor Advised Funds & Other Ways to Optimize Your Giving
Listen in as host Christi Van Rite speaks with Kerrie Mitchell, Managing Partner of FSO Partners as they talk about integrating philanthropy intentionally into family wealth strategies. Kerrie emphasi...
21 Apr 35min
The #1 Mistake Advisors Make: Assuming the Plan Will Work
Join host Christi Van Rite in conversation with estate planning and insurance experts Norman Ross and Harold Unger as they share real case studies that reveal what happens when families ignore sound a...
10 Mars 52min
Global Mobility: Navigating Citizenship and Residency by Investment
Exploring Citizenship and Residency by Investment with Simon Gabbay of Henley & Partners.In this episode of the Family Office Success podcast, host Christi Van Rite talks with Simon Gabbay from Henley...
19 Jan 49min
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
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
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
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
