Family Office Success

Family Office Success

We're talking all things Family Office. We break down what they are, how they work, how to make them work better - and why you probably already have a structure in place! We help you understand what family office services are and guide other providers on how to serve family's in the exact way we do. We believe we all get better when the conversation is open, curious and educational!

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Avsnitt(55)

Compliance in Family Office Services

Compliance in Family Office Services

In this episode of the Family Office Success Podcast, host Christi Van Rite tackles the critical yet often undervalued topic of compliance in family offices. She underscores the importance of complian...

10 Apr 202416min

Talking About Community

Talking About Community

In this episode of the Family Office Success Podcast, host Christi Van Rite discusses the significance of community in family office services. She introduces the White River Consultants mastermind com...

3 Apr 20248min

Breaking Down Silos: The Path to Successful Collaboration in Family Offices

Breaking Down Silos: The Path to Successful Collaboration in Family Offices

In this episode of the Family Office Success Podcast, host Christi Van Rite discusses the necessity of collaboration among specialized advisors in the family office sector to meet the intricate financ...

28 Feb 202417min

Family Office Services: Building In-House vs. Outsourcing - The Ultimate Tipping Point

Family Office Services: Building In-House vs. Outsourcing - The Ultimate Tipping Point

In this episode of the Family Office Success Podcast, host Christi Van Rite from White River Consultants delves into the crucial choice professional service firms must make: to develop in-house admini...

22 Feb 202417min

Mastering the Art of Fee Conversations

Mastering the Art of Fee Conversations

In this episode of the Family Office Success Podcast, host Christi Van Rite explores the nuances of fee discussions within the family office services industry. The conversation delves into the importa...

15 Feb 202410min

What is Family Office Success?

What is Family Office Success?

Welcome to The Family Office Success podcast!

8 Feb 20242min

The Types of Family Offices

The Types of Family Offices

In this episode of the Family Office Success Podcast, host Christi Van Rite explores the nuances of family offices. She breaks down the distinctions between single, multifamily, and administrative fam...

8 Feb 202434min

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