Family Office Success

White River Consultants
  • 5.0 (4)
  • INVESTING
  • UPDATED WEEKLY

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!

  1. JAN 19

    Global Mobility: Navigating Citizenship and Residency by Investment

    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 citizenship and residency programs, the documentation required, and the due diligence involved. They also discuss trends, such as the increasing due diligence standards and the emergence of merit-based programs. This episode is packed with insights for families and advisors considering expanding their global mobility through second citizenship or residency. Website: henleyglobal.com Simon’s Linked In: https://www.linkedin.com/in/simon-gabbay-663195120/ Passport Status page: https://www.henleyglobal.com/passport-power

    49 min

  2. JAN 18

    You Can't Cut a Painting In Half! with Michelle Castro of Heritage Auctions

    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 provenance "You can't cut a painting in half" - Michelle's memorable insight captures the unique complexity of dividing art, jewelry, collectibles, and other tangible assets among family members. Whether you're managing a family office, planning your estate, or advising clients with significant collections, understanding these challenges is crucial for avoiding family disputes and ensuring smooth wealth transfer.

    38 min

  3. JAN 18

    Auction House Insights with Kathleen O'Brien from Bonhams

    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 sale, emphasizing Bonhams's global reach and local approach. This episode offers valuable insights into how auction houses operate, the appraisal process, and the transparency and accessibility of auctions.

    32 min

  4. JAN 16

    Choosing The Right Auction House with Caroline Baker Smith from Freeman's

    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 niche categories like sports memorabilia and vintage firearms. The conversation covers the importance of appraisals, maintaining records, and how auction houses often collaborate to serve clients' diverse collections. This episode offers invaluable insights for anyone interested in navigating the complex world of auctions.

    27 min

  5. JAN 14

    Understanding Auction House with Joey Quigley from Christie’s

    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 consigning items for auction and offers practical advice for families considering working with an auction house. Listeners will gain a thorough understanding of how to navigate the auction world and the importance of appraising and managing art collections as part of their overall asset portfolios.

    31 min

  6. JAN 12

    Regional vs Marquee Auction Houses with Erin Marie Wallace

    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 independent advisors in the auction process. This episode aims to provide listeners with a high-level overview of how auction houses operate, helping them feel more informed and confident when navigating this part of the industry.

    48 min

  7. 12/02/2025

    Designing for Real Life: How to Make Your Home Work for Every Family Member

    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 nurturing. The conversation offers actionable insights for families and advisors seeking to design homes that foster well-being, organization, and comfort for every member, reinforcing the value of thoughtful, inclusive environments. Sensory Friendly Home Blueprint - https://api.leadconnectorhq.com/widget/form/I3LjvmryfXn4CgTXJQry Need a little extra help for the holidays? Check out Rachel's Holiday Tips! https://www.youtube.com/watch?v=cQ6bb9ETrxE Rachel Jackson – Founder, Rachel Jackson Design & The Home Design Lab ADHD-Friendly & Wellness-Centered Interior Designer | IDCEC Educator | Neurodiversity Advocate Rachel helps adults & families, especially those navigating ADHD, autism, and sensory challenges, create homes that feel calm, intuitive, and supportive. She blends aesthetics with practical problem-solving to reduce stress and support everyday living. LINKS: Where to Find Rachel Website: https://www.racheljacksondesign.com/ IG: https://www.instagram.com/racheljacksondesign/ FB: https://www.facebook.com/rjdesignatx YouTube: https://www.youtube.com/@racheljacksondesign LinkedIn: https://www.linkedin.com/in/rachel-jackson-design/ LISTENER DEAL: Podcast listeners enjoy a special discount on my signature course: Interior Design For ADHD-Friendly Homes (Part 1) - a practical, eye-opening guide to designing spaces that support sensory needs. Use code PODCASTLOVE at checkout: Link: https://courses.racheljacksondesign.com/course/adhd-friendly-interior-design-pt1

    39 min

  8. 11/25/2025

    From Checkbook Giving to Real Change: Modernizing Your Family’s Philanthropy

    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-guide In 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 philanthropic advisor. Deborah shares practical strategies for engaging multiple generations, empowering women in philanthropy, and fostering meaningful, collaborative giving. Listeners gain actionable insights on aligning charitable efforts with family values and navigating the complexities of philanthropic vehicles, ensuring their impact is both effective and personally fulfilling.

    38 min
See All (48)

Trailer

Ratings & Reviews

5
out of 5
4 Ratings

About

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!

Information

  • Creator
    White River Consultants
  • Years Active
    2024 - 2026
  • Episodes
    48
  • Rating
    Clean
  • Copyright
    © Copyright 2026 White River Consultants
  • Show Website
    Family Office Success