The Greatest Secrets to Successful Multi-Generational Families
In this episode of the Family Office Success Podcast, host Christi Van Rite converses with Savannah Suttle, a third-generation family office member and CEO of Schema Consulting. They delve into the cr...
18 Mars 202537min
Essential Questions for Families: Navigating the Family Office Interview Process - Part 2
In this episode of the Family Office Success Podcast, host Christi Van Rite offers crucial advice on selecting advisors for family offices. She stresses the importance of asking insightful questions b...
8 Okt 202414min
Essential Questions for Families: Navigating the Family Office Interview Process
In this episode of the Family Office Success Podcast, host Christi Van Rite revisits a popular blog post to guide families on interviewing potential family offices. She emphasizes the importance of as...
3 Okt 202418min
The Best Way to Manage Special Projects: Insights from a Family Office Expert
In this episode of the Family Office Success Podcast, Christi Van Rite explores the complexities of managing special projects, such as home construction, property renovations, and significant passion ...
24 Sep 202410min
The Family Office Playbook: Systematic Approaches to Wealth and Legacy Preservation
In this episode of the Family Office Success Podcast, host Christi Van Rite explores the theme of creating and preserving a family's legacy through systematic financial processes. She covers key areas...
17 Sep 202411min
From Chaos to Control: How Streamlined Bookkeeping Empowers Family Offices
In this episode of the Family Office Success Podcast, host Christi Van Rite underscores the critical role of streamlined bookkeeping in managing family wealth. She explains how effective bookkeeping e...
10 Sep 202412min
The Ripple Effect of Financial Disorganization
In this episode of the Family Office Success Podcast, host Christi Van Rite explores the hidden costs of poor financial organization in family wealth management. She discusses the consequences of diso...
4 Sep 202413min
How Can a Family Office Transform Your Financial Decision-Making?
In this episode of the Family Office Success Podcast, host Christi Van Rite explores the pivotal role of family offices in financial decision-making. She explains how family offices provide clarity, c...
27 Aug 202416min
