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.