The Mack Podcast

The Integrative Family Office: Aligning Strategy, Advisors, and Legacy

Nov 11, 2025
Christi Van Rite, founder of White River Consultants, shares her expertise on transforming family office operations. She emphasizes the COO's evolving role as an air traffic controller for advisers, ensuring smooth communication and project management. Christi discusses the shift from traditional family offices to flexible, outsourced solutions that cater to multi-generational legacies. Listeners gain insights into aligning advisors and managing complex projects, all while fostering a culture of responsibility and creativity within their teams.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Integrative COO As Central Hub

  • The integrative COO role acts like air traffic control and orchestra conductor for a family's advisors.
  • Christi Van Rite emphasizes centralizing information and aligning advisors to move a family's goals forward.
INSIGHT

Remote Advisors Change The Skillset Needed

  • Family offices used to sit together physically and have fixed roles, but remote work expanded advisor choice globally.
  • That flexibility creates a need for different management skills to coordinate dispersed teams.
ANECDOTE

How White River Was Born

  • Christi transitioned from investments into family office work after a family needed coordination beyond compliance.
  • She built White River to be a conflict-free, outsourced COO that can transition families into different structures.
Get the Snipd Podcast app to discover more snips from this episode
Get the app