Family Office Success
White River Consultants
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Recent Episodes
S4E12 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…
S4E11 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…
S4E10 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…
S4E9 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…
S4E8 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…
S4E7 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…
S4E6 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…
S4E5 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…
S4E4 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…
S4E3 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…
S4E2 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…
S4E1 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…
S3E20 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.…
S3E19 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:…
S3E18 The Great Transition
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…
S3E17 Open Enrollment and Health Care Advocacy with Lindsay Loomis
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…
S3E16 Family Office Playbook: Right Team, Right Strategy, Right Values
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…
S3E15 Secrets to a Successful Family Office with Chris Seeger (Exceptional Advisor Podcast)
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…
S3E14 Balancing Tradition and Innovation in Family Offices with Brian Adams
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…
S3E13 Commissioning: The Secret To A Smooth Home Build
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…
Frequently Asked Questions
Family Office Success has published 54 episodes since February 2024, covering topics in Business, Education.
Family Office Success is currently highly active with new episodes weekly. Average episode length is 31m.
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