『Family Office Success』のカバーアート

Family Office Success

Family Office Success

著者: White River Consultants
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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!Copyright 2026 White River Consultants マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
エピソード
  • The Most Important Asset You Own? Your Health
    2026/06/23

    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.

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    40 分
  • Unlocking the Secrets of Entrepreneurial Growth
    2026/06/09

    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/

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    36 分
  • Mastering Bill Pay in Family Offices
    2026/05/26

    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

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    53 分
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