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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

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 Drawing on real-world examples, the episode explores the challenges of talent shortages, knowledge drain, and outdated systems.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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37:57

Tackling Disorganization: The Key to Efficient...

Family Office Success ·

2025/05/13

In this episode of the Family Office Success Podcast, host Christi Van Rite interviews Mohamed Elzomor, co-founder of Nines, a software company that streamlines household management for high-net-worth families. Mohamed shares his journey from personal trainer to tech entrepreneur, highlighting the inefficiencies he observed in managing elite households. The discussion covers key challenges such as disorganization, poor communication, and lack of continuity in staff management. Mohamed explains how

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49:00

From Conflict to Connection: Empowering Families to...

Family Office Success ·

2025/04/29

In this episode of the Family Office Success Podcast, host Christi Van Rite interviews Thomasina Williams, an expert in family leadership development. Thomasina shares her journey from practicing law to focusing on philanthropic strategy and family dynamics. The conversation highlights the importance of effective communication and leadership within wealthy families, emphasizing the need for self-awareness and constructive dialogue. Thomasina discusses the risks of avoiding difficult conversations

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34:04

Navigating Healthcare: The Key to Empowering Families...

Family Office Success ·

2025/04/15

In this episode of the Family Office Success Podcast, host Christi Van Rite leads a discussion on healthcare navigation for family offices, featuring Dr. Brian Dooreck, a seasoned healthcare professional. Dr. Dooreck shares his extensive medical background and emphasizes the importance of patient advocacy and preparation in navigating the healthcare system. The conversation highlights the critical role of healthcare navigators in ensuring families receive timely and appropriate care, especially

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43:16

Empowering Family Offices: The Importance of...

Family Office Success ·

2025/04/01

In this episode of the Family Office Success Podcast, host Christi Van Rite discusses the critical importance of cybersecurity for family offices with Tony Gebley from Annapurna Cybersecurity. Tony shares his extensive experience in the field, emphasizing the unique challenges family offices face, such as the integration of personal and business cybersecurity. Key points include the necessity of comprehensive threat assessments, the role of Managed Service Providers (MSPs) in offering specialized

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38:49

Building a Legacy: Why Every Family Should Document...

Family Office Success ·

2025/03/25

In this episode of the Family Office Success Podcast, host Christi Van Rite converses with Josh Kanter, founder of Leaf Planner. They explore the complexities of managing family wealth and the necessity of a structured approach. Josh shares his journey from a corporate lawyer to developing Leaf Planner, inspired by his family's wealth management challenges. The discussion emphasizes the importance of an "owner's manual" for family assets, fostering education and empowerment. Leaf Planner aims to

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37:22

The Greatest Secrets to Successful Multi-Generational...

Family Office Success ·

2025/03/18

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 critical role of relationship capital in family offices, emphasizing the need for intentional relationship-building alongside financial management. Savannah shares best practices for multi-generational wealth management, highlighting the importance of clear governance structures and open communication

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42 results

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