Family Office Success

White River Consultants
  • 5.0 (6)
  • 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. 2d ago

    Building Beneficiaries, Not Dependents with Rick Waggoner

    Host Christi Van Rite interviews Rick Waggoner, founder of the Family Office Forum of Texas, a confidential peer-to-peer community that has grown from three families to 125 families in nine groups plus a virtual group, designed to reduce isolation and share practical solutions (including an anonymous “queries” program). They discuss why distribution policies sit at the intersection of wealth management, governance, and family dynamics, and why relying solely on trust language or HEMS standards can lead to “dependents, not beneficiaries,” urging flexibility, context, guardrails, and a baseline-plus-exceptions approach that avoids exceptions becoming the rule and reduces power imbalances. Rick shares that members estimated family financial literacy is in the single digits, arguing basic financial understanding is essential for trust and engagement. He contrasts technical expertise with true advisory skill, shares contact details for the Forum, and previews an upcoming topic on next-generation alignment and trust. Connect with Rick: LinkedIn: https://www.linkedin.com/in/rick-waggoner-ba08a11/ Email address: rick@foftexas.com Phone: 972.571.1299

  2. Sep 30

    Showing Value as a Family Office Practitioner

    Christi welcomes listeners to the Family Office Success Podcast and interviews professional coach Michèle Soregaroli about how practitioners can show value and avoid disconnects between the value they believe they deliver and what clients actually perceive. Michèle explains that mismatches come from limited communication about what each party wants and the “filter” clients use to judge value beyond technical expertise. She recommends asking better questions about what a successful relationship would look and feel like, what clients have liked or found frustrating before, and why the service matters, emphasizing that clients are buying an experience as much as an outcome. Using restaurant and “steak” analogies, they discuss differentiation, aligning offers to client values, and the business costs of taking mismatched clients, as well as the integrity and referral benefits of identifying fit early. Connect with Michèle: LinkedIn: https://www.linkedin.com/in/msoregaroli/ Website: https://www.transformationcatalyst.ca Email address: m@transformationcatalyst.ca

  3. Sep 16

    Building Better Trustee–Beneficiary Relationships with Amanda Koplin

    Christi Van Rite interviews Amanda Koplin about how trustees can better interact with beneficiaries, drawing on Koplin’s background as a licensed professional counselor, certified hostage negotiator, and fiduciary consultant. They discuss the “arranged marriage” dynamic between trustees and beneficiaries, reframing conflict from “what’s wrong with this person?” to “what happened to this person?” and using practical language to de-escalate and build trust through consistent “small moments.” Koplin explains how trauma, mental health, and money histories shape behavior on both sides, and emphasizes empowerment, voice, choice, and financial literacy. She shares tools like pausing escalation, clarifying foundational assumptions with a “same page chart,” and setting structured touchpoints to reduce burnout. Koplin’s book, "The Trauma-Informed Trustee," is expected mid-to-late July, and she offers consulting and training via koplinconsulting.com. Connect with Amanda: LinkedIn: https://www.linkedin.com/in/amanda-koplin-lpc-3a67a13a/ Website: https://koplinconsulting.com Email address: amanda@koplinconsulting.com

  4. Sep 1

    Managing Tangible Assets and Family Legacy with Sonya Weisshappel

    In this episode of the Family Office Success podcast, host Christi Van Rite talks with Sonya Weisshappel about helping families inventory what they own—across multiple homes and storage, so tangible assets become visible, valued, and properly managed alongside financial assets. They discuss how incomplete balance sheets, missing documentation, and reactive decision-making create insurance, tax, estate, and family-conflict risks, especially during crises or at end of life. Sonya outlines her process for organizing, room-by-room inventorying, photographing, measuring, and coordinating appraisals, then delivering results to trusted advisors for insurance and planning updates, with ongoing maintenance. They also emphasize capturing the stories behind meaningful items - often via simple phone videos -so the next generation understands context, preserves legacy, and avoids disputes over objects large and small. Connect with Sonya: LinkedIn: https://www.linkedin.com/in/sonyaweisshappel/ Website: https://www.seriatim.net Email address: sonya@seriatim.net

  5. Jun 23

    The Most Important Asset You Own? Your Health

    In this episode, host Christi Van Rite sits down with Dr. Tracy Gapin, founder of Peak Launch, to explore why health is the most overlooked asset in high-performance leadership. Dr. Gapin, a board-certified urologist turned precision performance medicine specialist, shares how traditional medicine falls short for leaders experiencing subtle decline. The conversation covers advanced testing, hormonal balance, cortisol management, gut health, and early disease prevention. A compelling reminder that your energy, focus, and decision-making capacity directly impact your family office's success - and that proactive health management is non-negotiable for sustainable leadership.

  6. Jun 9

    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/

  7. 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

  8. 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.

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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
    59
  • Rating
    Clean
  • Copyright
    © Copyright 2026 White River Consultants
  • Show Website
    Family Office Success

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