Family Office Success

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, hormon...

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 per...

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 r...

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...

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 reque...

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...

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...

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 deci...

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 th...

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...

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, a...

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 serv...

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 indus...

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, manag...

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...

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, o...

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...

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 tea...

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...

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 fo...

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,...

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, ow...

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 stra...

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...

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, th...