White River Consultants

Family Office Success

Business EN ↓ 55 episodes

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!

Author

White River Consultants

Episodes

Breaking Down Silos: The Path to Successful Collaboration in Family Offices 28.02.2024 17:24

In this episode of the Family Office Success Podcast, host Christi Van Rite discusses the necessity of collaboration among specialized advisors in the family office sector to meet the intricate financial needs of ultra-high net worth families. She introduces the family operating system (FOS) as a model for better managing complex finances and stresses the importance of a unified approach amid the...

Family Office Services: Building In-House vs. Outsourcing - The Ultimate Tipping Point 22.02.2024 17:05

In this episode of the Family Office Success Podcast, host Christi Van Rite from White River Consultants delves into the crucial choice professional service firms must make: to develop in-house administrative family office services or to partner with an outside firms. She highlights the importance of strategic assessment and grasping client profitability. Christi counsels firms to consider the imp...

Mastering the Art of Fee Conversations 15.02.2024 10:13

In this episode of the Family Office Success Podcast, host Christi Van Rite explores the nuances of fee discussions within the family office services industry. The conversation delves into the importance of transparency and effectiveness in fee conversations, setting appropriate fee schedules, and delivering exceptional services while preserving client relationships. We offer insights into underst...

What is Family Office Success? 08.02.2024 2:26

Welcome to The Family Office Success podcast!

The Types of Family Offices 08.02.2024 34:14

In this episode of the Family Office Success Podcast, host Christi Van Rite explores the nuances of family offices. She breaks down the distinctions between single, multifamily, and administrative family offices, detailing their functions, benefits, and drawbacks. Christi's insights guide those considering family office services in making informed decisions and gives a few things to consider to he...