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(59)

When Progress Feels Slow... Look Back and Embrace the Chaos!

When Progress Feels Slow... Look Back and Embrace the Chaos!

In this episode of the Family Office Success podcast, host Christi Van Rite addresses the challenges of making business progress and offers strategies for maintaining motivation during chaotic and fru...

25 Juni 202422min

Unleashing Creativity: Innovating Family Office Services for Wealthy Families

Unleashing Creativity: Innovating Family Office Services for Wealthy Families

In this podcast episode, Christi Van Rite, founder of White River Consultants, explores the intricacies of serving high net worth families through family office services. She discusses the importance ...

2 Maj 202420min

Unleashing the Potential: Mastering the Capacity and Bandwidth Balance in Family Office Services

Unleashing the Potential: Mastering the Capacity and Bandwidth Balance in Family Office Services

In this episode of the Family Office Success Podcast, host Christi Van Rite explores the distinction between capacity and bandwidth within family office services. She emphasizes the importance of unde...

24 Apr 202424min

The Tipping Point in Family Office Services

The Tipping Point in Family Office Services

In this episode of the Family Office Success Podcast, host Christi Van Rite delves into the pivotal choices family office firms face when deciding to either build new administrative services internall...

17 Apr 202423min

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

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