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. 4d ago

    Unlocking the Secrets of Entrepreneurial Growth

    In this episode of the Family Office Success podcast, host Christi Van Rite speaks with entrepreneur and podcaster Chris Reynolds, who has interviewed hundreds of founders, including over 40 billion-dollar entrepreneurs. They explore the mindset shifts required at each stage of business growth, the importance of focusing on one core business, and hiring top-tier talent. Chris shares stories of persistence and success, including those of Abercrombie & Kent's founder. The conversation draws parallels between scaling businesses and managing family offices, emphasizing intentional growth, strong communities, and evolving networks as essential tools for long-term success. Listen in for a truly insightful conversation with someone whose network is unparallelled. Chris’ Websites: www.thebusinessmethod.com and www.M3.club Chris’ LinkedIn: https://www.linkedin.com/in/chrisreynoldslive/

    36 min

  2. May 26

    Mastering Bill Pay in Family Offices

    In this episode of the Family Office Success podcast, host Christi Van Rite and Michelle, Lead Family Relationship Manager at White River Consultants, pull back the curtain on bill pay within family office services. They explore when to add bill pay, common pitfalls like duplicate invoices and uncashed checks, and the value of strong vendor relationships. The conversation highlights the critical role of structured processes, proactive follow-up, and clear communication. They also share practical insights on using Bill.com, including onboarding challenges and platform limitations, offering actionable guidance for family offices looking to deliver seamless, trustworthy bill pay services. www.whiteriverconsultants.com

    53 min

  3. May 12

    Mastering the Art of Delegation for Entrepreneurial Success

    In this episode of the Family Office Success podcast, host Christi Van Rite speaks with Terry Pham of Superpowers about when entrepreneurs and families should seek help and delegate tasks. Terry introduces the "fire extinguisher" analogy, explaining how entrepreneurs become bottlenecks by handling everything themselves. He outlines five common delegation roadblocks, including time concerns and the belief that "nobody else can do this." Terry also describes how Superpowers pairs entrepreneurs with proactive, anticipatory executive assistants through a rigorous vetting and onboarding process, helping clients reclaim time, reduce stress, and focus on their unique strengths. This episode is insightful in a way that may make you see how you operate in a different light. Website: superpowershq.com Terry’s LinkedIn: https://www.linkedin.com/in/terry-pham-31b73321/ Visit WhiteRiverConsultants.com for more resources on integrative and administrative family office services.

    42 min

  4. Apr 28

    Building a Meaningful Philanthropy Strategy

    In this episode of the Family Office Success podcast, Christi Van Rite continues the philanthropy series with Joshua Chadajo of JEC Philanthropy to discuss helping families get to the “why” behind their giving and align gifts with clear priorities. Josh shares his background running nonprofits and explains why many donors lack organization and strategy, often giving defensively amid constant requests. He describes his approach, including a philanthropic audit of recent gifts, creating a living giving plan, and serving as a “fractional executive director” for a family’s philanthropy by tracking, budgeting, coordinating with advisors, and partnering with nonprofits on outcomes. They discuss practical examples such as avoiding misdirected gifts, using challenge grants, and a story where $950 prevented a student’s career plans from derailing. Josh emphasizes year-round planning, avoiding autopilot giving, documenting intent, and seeking expert support. CONNECT WITH JOSHUA: LinkedIn: https://www.linkedin.com/in/joshuachadajo/ Website: www.jecphilanthropy.com Email address: joshua@jecphilanthropy.com

    38 min

  5. Apr 21

    Donor Advised Funds & Other Ways to Optimize Your Giving

    Listen in as host Christi Van Rite speaks with Kerrie Mitchell, Managing Partner of FSO Partners as they talk about integrating philanthropy intentionally into family wealth strategies. Kerrie emphasizes starting with a family's "why" before selecting giving vehicles like donor advised funds (DAFs) or foundations. She highlights a common pitfall: over $326 billion sits idle in DAFs, with families treating them as "set it and forget it" tools. The conversation covers the differences between DAFs and foundations, the importance of revisiting philanthropic goals as families evolve, and viewing generosity as an ongoing journey rather than a one-time decision. Learning more about the “how” to give will certainly help as you put your “why” into practice. Website: https://www.fsopartners.com/ Kerrie’s LinkedIn: https://www.linkedin.com/in/kerrie-mitchell/

    36 min

  6. Mar 10

    The #1 Mistake Advisors Make: Assuming the Plan Will Work

    Join host Christi Van Rite in conversation with estate planning and insurance experts Norman Ross and Harold Unger as they share real case studies that reveal what happens when families ignore sound advice - and what's possible when they take action. In this episode, you'll hear: • The $200M+ estate heading toward a "fire sale" because decades of advice went unheeded—and how proper planning could have prevented adopting "Uncle Sam and the State" as additional heirs • The remarkable story of $80,000 that grew to $40 million, and the strategic planning that protected it from estate taxes across multiple generations • Why bringing ALL your advisors to the table together creates dramatically better outcomes than working in silos • The "financial fire drill" technique that reveals gaps in estate plans before it's too late • How changing tax laws (written in "pencil with big erasers") mean your 15-year-old estate plan might be costing your family millions. Norman and Harold bring decades of experience working with ultra-high-net-worth families, combining insurance strategy, tax planning, and trust structures to help families preserve wealth across generations. Their storytelling approach makes complex concepts accessible and entertaining. Key Takeaway: Estate planning isn't about death- t's about not adopting additional children (the IRS and state tax authorities) and keeping more wealth in your family. Connect with Norman Ross and Harold Unger: Harold M. Unger J.D., LL.M. President, The Unger Company, Ltd. (t) 212-755-4777 x100 https://UngerLtd.com Norman E. Ross The Ross Companies Direct 212-397-2314 nross@rosscompanies.com www.rosscompanies.com www.linkedin.com/in/normaneross Visit WhiteRiverConsultants.com for more resources on family office services.

    52 min

  7. 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

  8. 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
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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
    54
  • Rating
    Clean
  • Copyright
    © Copyright 2026 White River Consultants
  • Show Website
    Family Office Success

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