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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

49:12

Global Mobility: Navigating Citizenship and Residency...

Family Office Success ·

2026/01/19

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 and Partners about citizenship and residency by investment programs.They discuss the rising interest in these programs, especially among American families, and the factors influencing such decisions, including political, economic shifts, and tax reforms. Simon explains the differences between

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37:41

You Can't Cut a Painting In Half! with Michelle...

Family Office Success ·

2026/01/18

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 personal property creates some of the most complex issues in estate planning.In this clip, Michelle discusses:✓ Valuation challenges - determining actual worth✓ Emotional attachment and sentimental value✓ Distribution issues - who gets what?✓ Lack of knowledge about collections✓ Missing documentation and

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31:58

Auction House Insights with Kathleen O'Brien from...

Family Office Success ·

2026/01/18

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 background in the art world, Bonhams's acquisition of Skinner, and the scope and operations of the auction house. They delve into market trends, focusing on the shift from fine art to luxury goods, and the evolving tastes across generations. Kathleen explains the auction process from consignment to final

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26:42

Choosing The Right Auction House with Caroline Baker...

Family Office Success ·

2026/01/16

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 the right auction house, demystify the auction process, and the specific niche Freeman's fills in the auction market. Caroline shares her extensive background in the auction world, Freeman's history, and their broad range of specialties including fine art, jewelry, furniture, decorative arts, and even

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30:43

Understanding Auction House with Joey Quigley from...

Family Office Success ·

2026/01/14

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 of auction houses. Joey shares his unique career journey from opera singing to art auctions, providing insights into Christie's global operations, the types of items they auction, and the various services they offer, such as appraisals and art financing. The episode also delves into the process of

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48:22

Regional vs Marquee Auction Houses with Erin Marie...

Family Office Success ·

2026/01/12

In this episode of the Family Office Success podcast, Christi Van Rite sits down with Erin Marie Wallace to discuss the ins and outs of working with auction houses. Erin Marie shares her extensive background in fine and decorative art, as well as her experience as an auctioneer and auction house owner. The conversation covers topics such as when to involve an auction house, understanding key industry terms, the differences between regional and marquee auction houses, and the value of using

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39:26

Designing for Real Life: How to Make Your Home Work...

Family Office Success ·

2025/12/02

In this episode of the Family Office Success Podcast, host Christi Van Rite welcomes Rachel Jackson of Rachel Jackson Design to discuss the transformative power of sensory-aware interior design. Together, they explore strategies for creating family homes that support neurodivergence, sensory sensitivities, and evolving household needs. Rachel shares her holistic approach - layering lighting, managing acoustics, and collaborating with specialists - to ensure spaces are both functional and emotionally

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37:52

From Checkbook Giving to Real Change: Modernizing...

Family Office Success ·

2025/11/25

https://www.enlightenedphilanthropy.com/https://www.linkedin.com/in/deborah-goldstein-48b31119/Deborah's resource to help guide family conversations: https://www.enlightenedphilanthropy.com/family-philanthropy-guideIn this episode of the Family Office Success Podcast, industry leader Deborah Goldstein of Enlightened Philanthropy joins the host to demystify family philanthropy. They discuss the importance of intentional, values-driven giving, common obstacles families face, and the unique role of a

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51:41

The Great Transition

Family Office Success ·

2025/10/28

In this episode of the Family Office Success Podcast, Christi addresses the looming “great silver tsunami”—a wave of retirements among first-generation family office executives. Drawing on real-world examples, the episode explores the challenges of talent shortages, knowledge drain, and outdated systems. Listeners are guided through three transition strategies: traditional hiring, doing nothing, or partnering with strategic providers. Emphasizing proactive succession planning, technology upgrades,

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29:20

Open Enrollment and Health Care Advocacy with Lindsay...

Family Office Success ·

2025/10/14

In this episode of the Family Office Success podcast, host Christi converses with Lindsay Loomis from Emry Health. They discuss the complexities of navigating the healthcare system, including critical topics such as open enrollment, the importance of evaluating healthcare plans, and avoiding common pitfalls. Lindsay shares her background, the services Emry Health provides, and the value of having an expert consultant to manage healthcare benefits. They emphasize the importance of choosing the right

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48:31

Family Office Playbook: Right Team, Right Strategy,...

Family Office Success ·

2025/09/30

In this episode of the "Family Office Success Podcast," host Christi Van Rite and industry expert Kyle McDaniel explore the foundations of effective family office leadership. They discuss the critical importance of building “A” teams, aligning strategy and values, and fostering intentionality and clarity in decision-making. Drawing on decades of experience, Kyle shares practical frameworks for team building, risk mitigation, and sustaining multigenerational success. Listeners gain actionable

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40:17

Secrets to a Successful Family Office with Chris...

Family Office Success ·

2025/09/16

In this episode of the Family Office Success podcast, host Christi shares a conversation from the Exceptional Advisory Podcast with Chris Seeger. They discuss the intricacies and importance of family offices, touching on how they support high-level family enterprises in wealth management, business operations, and legacy preservation. Christi recounts her journey of founding White River Consultants, the initial hurdles, significant moments, and the pivotal decisions that led to its creation. The

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30:52

Balancing Tradition and Innovation in Family Offices...

Family Office Success ·

2025/09/02

In this episode of the Family Office Success podcast, Christi engages in an insightful conversation with Brian Adams from Mac International about the challenges and nuances of talent acquisition within the family office sector. Brian shares his journey into the family office industry, the role of Mac International in executive searches for single family offices, and the unique aspects of hiring for family offices compared to corporate environments. Key discussion points include the importance of

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51:57

Commissioning: The Secret To A Smooth Home Build

Family Office Success ·

2025/08/19

In this episode of the Family Office Success Podcast, host Christi Van Rite interviews Wes Van Rite, a leading expert in building science and commissioning for high-end residential estates. They discuss the essential role of commissioning in ensuring luxury homes meet owners’ expectations for comfort, efficiency, and performance. Wes explains how proactive collaboration among general contractors, owner’s representatives, and commissioning agents prevents costly issues and enhances long-term value

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51:57

Making Complex Simple: The Secret to a Smooth...

Family Office Success ·

2025/08/19

In this episode of the Family Office Success Podcast, host Christi Van Rite interviews Wes Van Rite, a leading expert in building science and commissioning for high-end residential homes. They discuss the essential role of commissioning in ensuring luxury homes meet owners’ expectations for comfort, efficiency, and performance. Wes explains how proactive collaboration among general contractors, owner’s representatives, and commissioning agents prevents costly issues and enhances long-term value

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34:43

Legacy Isn’t Just Legal: Why Funeral Planning...

Family Office Success ·

2025/08/05

In this episode of the Family Office Success Podcast, host Christi Van Rite welcomes Jeff Lambert of LHT Consulting Group to discuss the vital yet often overlooked topic of funeral planning for high-net-worth families. Drawing on decades of experience, Jeff shares best practices for proactive, personalized memorial planning, highlights the benefits of expert coordination, and offers practical strategies for family offices to navigate sensitive end-of-life conversations. The episode underscores how

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36:16

Revolutionizing Family Legal Counsel with Koby Willbanks

Family Office Success ·

2025/07/23

In this episode of the Family Office Success Podcast, Christi introduces Koby Willbanks from Continuum Legal, discussing her unique role as a concierge general counsel for family enterprises and family offices. Kobe explains her background, encompassing organizational psychology, high-net-worth divorces, commercial litigation, and business transactional work, all contributing to her expertise as a legal generalist. The conversation explores the importance of having a generalist legal advisor who can

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31:50

The Greatest Legacy: Why Your Family Story Deserves...

Family Office Success ·

2025/07/08

In this episode of the Family Office Success Podcast, host Christi Van Rite speaks with Yvette Conn, co-founder of Life Book Memoirs, about the critical importance of documenting family histories. They discuss how capturing personal and business stories preserves legacies, fosters understanding, and prevents future conflicts. Yvette shares insights into Life Book Memoirs’ personalized approach, the emotional impact of storytelling, and the practical benefits for families. Listeners are encouraged to

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34:56

How Can Families Transform Their Philanthropy into a...

Family Office Success ·

2025/06/10

In this episode of the Family Office Success Podcast, host Christi Van Rite interviews Caitlin Hannon, President of Building Impact Partners. Caitlin shares her journey in philanthropy and offers expert insights on how families can align their giving with personal values for greater impact and fulfillment. The discussion covers strategic, relationship-driven approaches to philanthropy, managing donation requests, and the importance of ongoing reflection and adaptation. Listeners gain practical

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39:08

Inheritance and Emotion: How to Foster Healthy Family...

Family Office Success ·

2025/05/27

You can find Suzy on Linked in at: Suzy RiedmanFamily Wealth Dynamics - www.familywealthdynamics.comFamily Office Success Podcast: Episode SummaryIn this episode of the Family Office Success Podcast, host Christi Van Rite converses with Suzy Riedman, founder of Family Wealth Dynamics. They delve into the emotional complexities and interpersonal challenges families face with inherited wealth. Suzy shares her personal journey of inheriting wealth and how it led her to help families navigate these

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48 results

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