Christi Van Rite

Christi Van Rite, founder of White River Consultants, shares insights on managing financial needs of high-dollar families, tech stack flexibility, referral pipelines, team training, and risks. She highlights services like personal bookkeeping, payroll, property management, and document management. The discussion covers transitioning from financial advisor to family office services, cybersecurity, client selection, defining success, and commitment to philanthropy.

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.