Family Office Success podcast

Player FM - Internet Radio Done Right

تمت الإضافة منذ قبل عام واحد (one)

المحتوى المقدم من White River Consultants. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة White River Consultants أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

On the Bus with Troy Vollhoffer

1
From Backroom Bars to Broadway with Dustin Lynch 36:27

منذ 25 يومًا36:27

التشغيل لاحقا

قوائم

إعجاب

احب

36:27

Not many artists actually hail from Tennessee, but the scenic valleys and rolling hills of The Volunteer State are part of Dustin Lynch’s DNA. In this episode of On the Bus, Country Thunder CEO Troy Vollhoffer sits down with Dustin to discuss his journey from playing fraternity parties and weddings across the southeast to being the first country artist with a club residency at the Wynn in Las Vegas. Plus, stick around for our new segment, Thunder Strike, where Troy features upcoming festival performer Riley Green’s hit song “Damn Good Day to Leave” to give you a taste of what’s to come at Country Thunder in 2025.…

Family Office Success

منزل السلاسل•Feed

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!

25 حلقات

Family Office Success

updated منذ 13 يومًا

منزل السلاسل•Feed

25 حلقات

كل الحلقات

Family Office Success

1
Empowering Family Offices: The Importance of Cybersecurity Assessments and Ongoing Support 43:16

منذ 13 يومًا43:16

43:16

In this episode of the Family Office Success Podcast, host Christi Van Rite discusses the critical importance of cybersecurity for family offices with Tony Gebley from Annapurna Cybersecurity. Tony shares his extensive experience in the field, emphasizing the unique challenges family offices face, such as the integration of personal and business cybersecurity. Key points include the necessity of comprehensive threat assessments, the role of Managed Service Providers (MSPs) in offering specialized expertise, and the importance of ongoing education and multi-factor authentication. The episode underscores the need for proactive measures and expert involvement to safeguard family offices against evolving cyber threats. You can find Tony at https://annapurnasecurity.com/ or on Linked in at Tony Gebely…

Family Office Success

1
Building a Legacy: Why Every Family Should Document Their Journey 38:49

منذ 20 يومًا38:49

38:49

In this episode of the Family Office Success Podcast, host Christi Van Rite converses with Josh Kanter, founder of Leaf Planner. They explore the complexities of managing family wealth and the necessity of a structured approach. Josh shares his journey from a corporate lawyer to developing Leaf Planner, inspired by his family's wealth management challenges. The discussion emphasizes the importance of an "owner's manual" for family assets, fostering education and empowerment. Leaf Planner aims to centralize family information, enhance communication, and preserve legacies. The episode underscores the role of technology in simplifying wealth management and promoting family cohesion.…

Family Office Success

1
The Greatest Secrets to Successful Multi-Generational Families 37:22

منذ 27 يومًا37:22

37:22

In this episode of the Family Office Success Podcast, host Christi Van Rite converses with Savannah Suttle, a third-generation family office member and CEO of Schema Consulting. They delve into the critical role of relationship capital in family offices, emphasizing the need for intentional relationship-building alongside financial management. Savannah shares best practices for multi-generational wealth management, highlighting the importance of clear governance structures and open communication. She provides actionable steps for families, such as starting small, creating a playbook, and documenting family stories, to foster healthy dynamics and ensure long-term success. Watch this episode on YouTube: https://youtu.be/N_pcFHDrn28…

Family Office Success

1
Essential Questions for Families: Navigating the Family Office Interview Process - Part 2 14:43

منذ 27 weeks14:43

14:43

In this episode of the Family Office Success Podcast, host Christi Van Rite offers crucial advice on selecting advisors for family offices. She stresses the importance of asking insightful questions beyond standard inquiries like "How many families do you serve?" Christi encourages listeners to focus on how advisors will work specifically with their family, their communication processes, team qualifications, and handling conflicts of interest. She also discusses fee structures and the necessity of open communication. The episode aims to help families make informed decisions, ensuring a successful and tailored advisory relationship.…

Family Office Success

1
Essential Questions for Families: Navigating the Family Office Interview Process 18:46

منذ 28 weeks18:46

18:46

In this episode of the Family Office Success Podcast, host Christi Van Rite revisits a popular blog post to guide families on interviewing potential family offices. She emphasizes the importance of asking detailed questions about services like bookkeeping, bill pay, tax planning, and estate planning. Christi advises families to understand the nuances of these services and to ensure clear communication and compatibility with the family office. She highlights the need for tailored services that align with a family's unique needs and goals, ultimately enhancing their financial and personal well-being. The episode encourages proactive and informed decision-making.…

Family Office Success

1
The Best Way to Manage Special Projects: Insights from a Family Office Expert 10:00

منذ 29 weeks10:00

10:00

In this episode of the Family Office Success Podcast, Christi Van Rite explores the complexities of managing special projects, such as home construction, property renovations, and significant passion projects. She emphasizes the critical role of professional coordination provided by family offices in ensuring project success. Key points include the importance of thorough planning, effective execution, budget management, time savings, and quality control. Christi highlights how professional coordination alleviates the burden on individuals, allowing them to focus on their priorities while ensuring smooth project completion. The episode underscores the value of family offices in managing intricate project details.…

Family Office Success

1
The Family Office Playbook: Systematic Approaches to Wealth and Legacy Preservation 11:20

منذ 30 weeks11:20

11:20

In this episode of the Family Office Success Podcast, host Christi Van Rite explores the theme of creating and preserving a family's legacy through systematic financial processes. She covers key areas such as financial management, estate planning, risk management, and philanthropy. Christi emphasizes the importance of a structured approach to ensure wealth is effectively managed and passed down through generations. She provides practical examples and encourages listeners to connect with her for further insights and services related to family office management.…

Family Office Success

1
From Chaos to Control: How Streamlined Bookkeeping Empowers Family Offices 12:42

منذ 31 weeks12:42

12:42

In this episode of the Family Office Success Podcast, host Christi Van Rite underscores the critical role of streamlined bookkeeping in managing family wealth. She explains how effective bookkeeping enhances financial visibility, efficiency, security, and collaboration among team members. Christi highlights the importance of accurate and accessible financial records for informed decision-making, asset protection, and legacy planning. By maintaining organized financial records, families can better monitor financial health, prevent fraud, and ensure smooth wealth transfer. The episode encourages listeners to evaluate and improve their bookkeeping processes to achieve long-term financial success.…

Family Office Success

1
The Ripple Effect of Financial Disorganization 13:29

منذ 32 weeks13:29

13:29

In this episode of the Family Office Success Podcast, host Christi Van Rite explores the hidden costs of poor financial organization in family wealth management. She discusses the consequences of disorganization, including financial inefficiencies, increased stress, missed opportunities, diminished family harmony, and potential loss of legacy. Christi emphasizes the importance of maintaining organized financial records and clear communication within families to foster trust and collaboration. By addressing these issues, families can achieve better financial outcomes and ensure the preservation of wealth for future generations.…

Family Office Success

1
How Can a Family Office Transform Your Financial Decision-Making? 16:03

منذ 33 weeks16:03

16:03

In this episode of the Family Office Success Podcast, host Christi Van Rite explores the pivotal role of family offices in financial decision-making. She explains how family offices provide clarity, confidence, and control for families managing wealth and personal affairs. Key roles discussed include integrating advisors, offering objectivity, ensuring generational continuity, promoting financial education, and providing oversight and accountability. Christi emphasizes the holistic approach of family offices in aligning wealth with family values and goals, ultimately empowering families to navigate complex financial landscapes with informed and confident decisions.…

Family Office Success

1
Taming the Financial Storm: How Family Offices Bring Order to Chaos 12:02

منذ 34 weeks12:02

12:02

In this episode of the Family Office Success Podcast, host Christi Van Rite discusses managing chaos in financial responsibilities and family office services. She explains how a family office can bring calm and clarity by organizing finances, coordinating complex projects, managing crises, and ensuring effective document management. Christi emphasizes that a family office alleviates the overwhelming burden of various responsibilities, allowing clients to focus on what truly matters. She invites listeners to connect for services and training and to join the academy for enhanced family office services.…

Family Office Success

1
Crucial Foundation Pillars for a Successful Family Office 28:33

منذ 39 weeks28:33

28:33

In this episode of the Family Office Success Podcast, host Christi Van Rite delves into the three pillars essential for a robust family office foundation: document retention and organization, detailed bookkeeping, and effective communication. Drawing from her extensive experience with ultra-high net worth families and various family office structures, Christi underscores the importance of secure document management, meticulous financial record-keeping, and clear, tailored communication. She also highlights the need for continuous improvement and collaboration within the family office community. Christi concludes by expressing gratitude to listeners and inviting them to engage with additional resources on the White River Consultants website.…

Family Office Success

1
Unraveling Financial Discrepancies: A Family Office Onboarding Case Study and Lessons Learned 25:40

منذ 40 weeks25:40

25:40

In this episode of the Family Office Success podcast, host Christi Van Rite delves into a real-life case study highlighting the challenges faced during the onboarding of a new family client. Christi discusses the discovery of discrepancies in the financial records, necessitating a comprehensive forensic accounting process. She emphasizes the importance of adapting and improving internal procedures, including restructuring the onboarding process and fee structure. The episode underscores the critical need for thorough due diligence, clear client communication, and the significance of maintaining clean financial records for informed decision-making.…

Family Office Success

1
Running the Business of the Family 32:58

منذ 41 weeks32:58

32:58

In this episode of the Family Office Success Podcast, Christi Van Rite, founder of White River Consultants, delves into her firm's strategies for effective client communication and business management. She discusses leveraging the Entrepreneurial Operating System (EOS) and the Strategic Coach program to enhance operational efficiency. Christi highlights the importance of tools like the impact filter, strategy circle, and experience transformer for clear communication, project planning, and continuous improvement. Emphasizing accountability and collaboration, she shares insights on setting goals, conducting weekly meetings, and refining processes to ensure team alignment and client satisfaction.…

Family Office Success

1
When Progress Feels Slow... Look Back and Embrace the Chaos! 22:37

منذ 42 weeks22:37

22:37

In this episode of the Family Office Success podcast, host Christi Van Rite addresses the challenges of making business progress and offers strategies for maintaining motivation during chaotic and frustrating times. Christi emphasizes the non-linear nature of entrepreneurial journeys, sharing her own experiences and insights from successful entrepreneurs. She highlights the importance of recognizing the "messy middle" before breakthroughs, celebrating small wins, and keeping a long-term perspective. Christi also advocates for embracing chaos as part of growth and seeking support from mentors and peers. She concludes by encouraging entrepreneurs to stay passionate and focused on their vision.…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.

الاستماع إلى +500 موضوع

2024 Panini Score Football NFL Trading Card Jumbo Pack (Gold & Red Parallels)

Ailun 3 Pack Screen Protector for iPhone 16 Pro [6.3 inch] + 3 Pack Camera Lens Protector with Installation Frame,Case Friendly Tempered Glass Film,[9H Hardness] - HD [6 Pack]

Bounty Paper Towels Quick Size, White, 16 Family Rolls = 40 Regular Rolls (Packaging May Vary)

المدونة الصوتية تستحق الاستماع

Family Office Success

Family Office Success

المدونة الصوتية تستحق الاستماع

مرحبًا بك في مشغل أف ام!

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

Topps 2024 Bowman Baseball Retail Value Box

Crocs Kids' Classic Clog , White/White, 6 Big Kid

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

دليل مرجعي سريع