In this episode of the Family Office Success podcast, Christi Van Rite continues the philanthropy series with Joshua Chadajo of JEC Philanthropy to discuss helping families get to the “why” behind their giving and align gifts with clear priorities. Josh shares his background running nonprofits and explains why many donors lack organization and strategy, often giving defensively amid constant requests. He describes his approach, including a philanthropic audit of recent gifts, creating a living giving plan, and serving as a “fractional executive director” for a family’s philanthropy by tracking, budgeting, coordinating with advisors, and partnering with nonprofits on outcomes.

They discuss practical examples such as avoiding misdirected gifts, using challenge grants, and a story where $950 prevented a student’s career plans from derailing. Josh emphasizes year-round planning, avoiding autopilot giving, documenting intent, and seeking expert support.

CONNECT WITH JOSHUA:

LinkedIn: https://www.linkedin.com/in/joshuachadajo/

Website: www.jecphilanthropy.com

Email address: joshua@jecphilanthropy.com

Listen in as host Christi Van Rite speaks with Kerrie Mitchell, Managing Partner of FSO Partners as they talk about integrating philanthropy intentionally into family wealth strategies. Kerrie emphasizes starting with a family's "why" before selecting giving vehicles like donor advised funds (DAFs) or foundations. She highlights a common pitfall: over $326 billion sits idle in DAFs, with families treating them as "set it and forget it" tools. The conversation covers the differences between DAFs and foundations, the importance of revisiting philanthropic goals as families evolve, and viewing generosity as an ongoing journey rather than a one-time decision.

Learning more about the “how” to give will certainly help as you put your “why” into practice.

Website: https://www.fsopartners.com/

Kerrie’s LinkedIn: https://www.linkedin.com/in/kerrie-mitchell/

Join host Christi Van Rite in conversation with estate planning and insurance experts Norman Ross and Harold Unger as they share real case studies that reveal what happens when families ignore sound advice - and what's possible when they take action.

In this episode, you'll hear:

• The $200M+ estate heading toward a "fire sale" because decades of advice went unheeded—and how proper planning could have prevented adopting "Uncle Sam and the State" as additional heirs

• The remarkable story of $80,000 that grew to $40 million, and the strategic planning that protected it from estate taxes across multiple generations

• Why bringing ALL your advisors to the table together creates dramatically better outcomes than working in silos

• The "financial fire drill" technique that reveals gaps in estate plans before it's too late

• How changing tax laws (written in "pencil with big erasers") mean your 15-year-old estate plan might be costing your family millions.

Norman and Harold bring decades of experience working with ultra-high-net-worth families, combining insurance strategy, tax planning, and trust structures to help families preserve wealth across generations. Their storytelling approach makes complex concepts accessible and entertaining.

Key Takeaway: Estate planning isn't about death- t's about not adopting additional children (the IRS and state tax authorities) and keeping more wealth in your family.

Connect with Norman Ross and Harold Unger:

Harold M. Unger J.D., LL.M. President, The Unger Company, Ltd. (t) 212-755-4777 x100 https://UngerLtd.com

Norman E. Ross The Ross Companies Direct 212-397-2314 nross@rosscompanies.com www.rosscompanies.com www.linkedin.com/in/normaneross

Visit WhiteRiverConsultants.com for more resources on family office services.

Exploring Citizenship and Residency by Investment with Simon Gabbay of Henley & Partners.

In this episode of the Family Office Success podcast, host Christi Van Rite talks with Simon Gabbay from Henley and Partners about citizenship and residency by investment programs.

They discuss the rising interest in these programs, especially among American families, and the factors influencing such decisions, including political, economic shifts, and tax reforms. Simon explains the differences between citizenship and residency programs, the documentation required, and the due diligence involved. They also discuss trends, such as the increasing due diligence standards and the emergence of merit-based programs.

This episode is packed with insights for families and advisors considering expanding their global mobility through second citizenship or residency.

Website: henleyglobal.com

Simon’s Linked In: https://www.linkedin.com/in/simon-gabbay-663195120/

Passport Status page: https://www.henleyglobal.com/passport-power

When it comes to dividing family collections and heirlooms, the challenges go far beyond financial value. Michelle Castro, VP of Trust and Estates at Heritage Auctions, breaks down why tangible personal property creates some of the most complex issues in estate planning.

In this clip, Michelle discusses:

✓ Valuation challenges - determining actual worth

✓ Emotional attachment and sentimental value

✓ Distribution issues - who gets what?

✓ Lack of knowledge about collections

✓ Missing documentation and provenance

"You can't cut a painting in half" - Michelle's memorable insight captures the unique complexity of dividing art, jewelry, collectibles, and other tangible assets among family members.

Whether you're managing a family office, planning your estate, or advising clients with significant collections, understanding these challenges is crucial for avoiding family disputes and ensuring smooth wealth transfer.

In this episode of the Family Office Success podcast, Christi Van Rite explores the world of auction houses with Kathleen O'Brien, Director of Trust and Estates at Bonhams. Kathleen discusses her background in the art world, Bonhams's acquisition of Skinner, and the scope and operations of the auction house. They delve into market trends, focusing on the shift from fine art to luxury goods, and the evolving tastes across generations. Kathleen explains the auction process from consignment to final sale, emphasizing Bonhams's global reach and local approach. This episode offers valuable insights into how auction houses operate, the appraisal process, and the transparency and accessibility of auctions.

In this episode of the Family Office Success podcast, Christi Van Rite hosts Caroline Baker Smith, Vice President and Senior Director at Freeman's Auction House. They discuss how families can choose the right auction house, demystify the auction process, and the specific niche Freeman's fills in the auction market. Caroline shares her extensive background in the auction world, Freeman's history, and their broad range of specialties including fine art, jewelry, furniture, decorative arts, and even niche categories like sports memorabilia and vintage firearms. The conversation covers the importance of appraisals, maintaining records, and how auction houses often collaborate to serve clients' diverse collections. This episode offers invaluable insights for anyone interested in navigating the complex world of auctions.

In this episode of the Family Office Success podcast, Christi Van Rite engages in a detailed conversation with Joey Quigley, Senior Vice President at Christie's Auction House, focusing on the nuances of auction houses. Joey shares his unique career journey from opera singing to art auctions, providing insights into Christie's global operations, the types of items they auction, and the various services they offer, such as appraisals and art financing. The episode also delves into the process of consigning items for auction and offers practical advice for families considering working with an auction house. Listeners will gain a thorough understanding of how to navigate the auction world and the importance of appraising and managing art collections as part of their overall asset portfolios.