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PODCAST

Family Office Success

White River Consultants

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!

business investing

All Episodes

14:43

Essential Questions for Families: Navigating the...

Family Office Success ·

2024/10/08

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 beyond standard inquiries like "How many families do you serve?" Christi encourages listeners to focus on how advisors will work specifically with their family, their communication processes, team qualifications, and handling conflicts of interest. She also discusses fee structures and the necessity of

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18:46

Essential Questions for Families: Navigating the...

Family Office Success ·

2024/10/03

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 asking detailed questions about services like bookkeeping, bill pay, tax planning, and estate planning. Christi advises families to understand the nuances of these services and to ensure clear communication and compatibility with the family office. She highlights the need for tailored services that align

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10:00

The Best Way to Manage Special Projects: Insights...

Family Office Success ·

2024/09/24

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 projects. She emphasizes the critical role of professional coordination provided by family offices in ensuring project success. Key points include the importance of thorough planning, effective execution, budget management, time savings, and quality control. Christi highlights how professional

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11:20

The Family Office Playbook: Systematic Approaches to...

Family Office Success ·

2024/09/17

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 such as financial management, estate planning, risk management, and philanthropy. Christi emphasizes the importance of a structured approach to ensure wealth is effectively managed and passed down through generations. She provides practical examples and encourages listeners to connect with her for

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12:42

From Chaos to Control: How Streamlined Bookkeeping...

Family Office Success ·

2024/09/10

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 enhances financial visibility, efficiency, security, and collaboration among team members. Christi highlights the importance of accurate and accessible financial records for informed decision-making, asset protection, and legacy planning. By maintaining organized financial records, families can better

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13:29

The Ripple Effect of Financial Disorganization

Family Office Success ·

2024/09/04

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 disorganization, including financial inefficiencies, increased stress, missed opportunities, diminished family harmony, and potential loss of legacy. Christi emphasizes the importance of maintaining organized financial records and clear communication within families to foster trust and collaboration. By

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16:03

How Can a Family Office Transform Your Financial...

Family Office Success ·

2024/08/27

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, confidence, and control for families managing wealth and personal affairs. Key roles discussed include integrating advisors, offering objectivity, ensuring generational continuity, promoting financial education, and providing oversight and accountability. Christi emphasizes the holistic approach of

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12:02

Taming the Financial Storm: How Family Offices Bring...

Family Office Success ·

2024/08/20

In this episode of the Family Office Success Podcast, host Christi Van Rite discusses managing chaos in financial responsibilities and family office services. She explains how a family office can bring calm and clarity by organizing finances, coordinating complex projects, managing crises, and ensuring effective document management. Christi emphasizes that a family office alleviates the overwhelming burden of various responsibilities, allowing clients to focus on what truly matters. She invites

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28:33

Crucial Foundation Pillars for a Successful Family...

Family Office Success ·

2024/07/16

In this episode of the Family Office Success Podcast, host Christi Van Rite delves into the three pillars essential for a robust family office foundation: document retention and organization, detailed bookkeeping, and effective communication. Drawing from her extensive experience with ultra-high net worth families and various family office structures, Christi underscores the importance of secure document management, meticulous financial record-keeping, and clear, tailored communication. She also

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25:40

Unraveling Financial Discrepancies: A Family Office...

Family Office Success ·

2024/07/09

In this episode of the Family Office Success podcast, host Christi Van Rite delves into a real-life case study highlighting the challenges faced during the onboarding of a new family client. Christi discusses the discovery of discrepancies in the financial records, necessitating a comprehensive forensic accounting process. She emphasizes the importance of adapting and improving internal procedures, including restructuring the onboarding process and fee structure. The episode underscores the critical

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32:58

Running the Business of the Family

Family Office Success ·

2024/07/03

In this episode of the Family Office Success Podcast, Christi Van Rite, founder of White River Consultants, delves into her firm's strategies for effective client communication and business management. She discusses leveraging the Entrepreneurial Operating System (EOS) and the Strategic Coach program to enhance operational efficiency. Christi highlights the importance of tools like the impact filter, strategy circle, and experience transformer for clear communication, project planning, and

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22:37

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

Family Office Success ·

2024/06/25

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 frustrating times. Christi emphasizes the non-linear nature of entrepreneurial journeys, sharing her own experiences and insights from successful entrepreneurs. She highlights the importance of recognizing the "messy middle" before breakthroughs, celebrating small wins, and keeping a long-term perspective

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20:38

Unleashing Creativity: Innovating Family Office...

Family Office Success ·

2024/05/02

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 of specialized expertise, the challenges of regulatory compliance, and the necessity of sophisticated technology and infrastructure for transparency and real-time visibility. Christi also emphasizes the significance of risk management, strong executive presence, and leadership in building trust with

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24:22

Unleashing the Potential: Mastering the Capacity and...

Family Office Success ·

2024/04/24

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 understanding and managing both to ensure high-quality service delivery to affluent families. Capacity is defined as the firm's potential to serve clients, encompassing expertise, technology, and scalability, while bandwidth is the actual resources available at any time, including human resources and time

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23:48

The Tipping Point in Family Office Services

Family Office Success ·

2024/04/17

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 internally or to partner with external service providers. She examines the repercussions of these decisions on the future of the firms, recommending that they ensure new services are in sync with their strategic objectives, assess client profitability, gauge their team's bandwidth, and directly determine

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16:53

Compliance in Family Office Services

Family Office Success ·

2024/04/10

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 compliance in facilitating effective operations and decision-making. Christi discusses the necessity of clear processes, understanding the regulatory environment, and the role of a trusted advisory network. She points out that compliance is not static but requires ongoing attention and adaptation. Additionally,

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08:48

Talking About Community

Family Office Success ·

2024/04/03

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 community, a platform for professionals to share knowledge, tackle challenges, and foster growth. Christi highlights the benefits of peer support and collaboration within this community, emphasizing its role in enhancing personal and professional development. She encourages listeners to actively

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17:24

Breaking Down Silos: The Path to Successful...

Family Office Success ·

2024/02/28

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 financial needs of ultra-high net worth families. She introduces the family operating system (FOS) as a model for better managing complex finances and stresses the importance of a unified approach amid the changing landscape of family and wealth management. Christi presents seven strategies for effective

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17:05

Family Office Services: Building In-House vs....

Family Office Success ·

2024/02/22

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 administrative family office services or to partner with an outside firms. She highlights the importance of strategic assessment and grasping client profitability. Christi counsels firms to consider the impact on their business processes and to think about the benefits of outsourcing to experts, providing

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10:13

Mastering the Art of Fee Conversations

Family Office Success ·

2024/02/15

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 importance of transparency and effectiveness in fee conversations, setting appropriate fee schedules, and delivering exceptional services while preserving client relationships. We offer insights into understanding costs, aligning with industry standards, and customizing fees for individual client needs. It

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42 results

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