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Family Office Success

Family Office Success

Written by: 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 Economics Leadership Management & Leadership Personal Finance
Episodes
  • Unlocking the Secrets of Entrepreneurial Growth
    Jun 9 2026

    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 mins
  • Mastering Bill Pay in Family Offices
    May 26 2026

    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 mins
  • Mastering the Art of Delegation for Entrepreneurial Success
    May 12 2026

    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 introduces the "fire extinguisher" analogy, explaining how entrepreneurs become bottlenecks by handling everything themselves. He outlines five common delegation roadblocks, including time concerns and the belief that "nobody else can do this." Terry also describes how Superpowers pairs entrepreneurs with proactive, anticipatory executive assistants through a rigorous vetting and onboarding process, helping clients reclaim time, reduce stress, and focus on their unique strengths.

    This episode is insightful in a way that may make you see how you operate in a different light.

    Website: superpowershq.com

    Terry’s LinkedIn: https://www.linkedin.com/in/terry-pham-31b73321/

    Visit WhiteRiverConsultants.com for more resources on integrative and administrative family office services.

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    42 mins
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