Experienced Family Office Services

Experienced Family Office Services

Tailored Solutions for Your Family Office Success

Choose us for your Family Office Services! At White River, we are dedicated to making our clients’ lives easier and to helping families take control of their time.

Empowering

A Life Well Designed

White River, was founded to be different and dedicated to revolutionizing the realm of Family Office Services, stands apart with its unwavering commitment to excellence and innovation. Our commitment to the families we serve and the industry we are helping to shape diverse ways to innovate and set higher standards. Security, financial excellence and trust is at the core of everything we do.

About White River
Family Office Services

White River is an experienced U.S.-based Administrative Family Office Services firm doing things a little unconventionally. You might call us your Outsourced Chief of Operations, your project manager, your plate spinner, or more simply – your team.

Our Unconventional Approach​ to Family Office Services

As leaders, fellow entrepreneurs and servants, we combine to enable your whole team to come alive – be at its very best – in service to your family. We put this in action through identifying what is important to your family, imagining how the team can support your dreams, innovating and iterating solutions, and facilitating the plan.

Our Expert Team and Operating system

Led by industry veteran Christi Van Rite, our team has 65+ years of direct family experience. We offer diverse services, including bookkeeping, Payroll, and project coordination. Our focus: optimize workflows for better outcomes. Our Family Operating System™ seamlessly integrates with your professional team, ensuring quick needs assessment, effective strategies, and correct resourcing for your objectives.

A Life Well
Designed

Our ultimate goal is to help you create a life well designed, linking your unique perspectives and desires. We're committed to giving you the freedom to dream, create, and enjoy all the wonderful things life has to offer.

Our Values

At White River, our core values guide everything we do. These principles shape our actions, drive our decisions, and define our commitment to you and your family.

Integrity

We believe that words should align with actions. Each day we choose courage; we choose to take the right path, not the fast or easy one; we choose to believe in honesty and merit. We do what we say, and we say what we mean.

Leadership

We strive to be leaders in our community, in our families and in our industry. Growth requires a consistent commitment to greatness in the moment, fostering a shared vision, inspiring and empowering those around us do great things, and leading the charge to change our world for good.

Education​

We are life-long learners. The power of an expanded mind creates ripples and teaching others is our way of impacting our world for generations to come. If we can help one child see a bigger world, teach one young person how to make good financial decisions, encourage one family to stand strong in the face of adversity – our world will be a better place.

Energy​

Energy powers our world, our bodies, our attitudes. It cannot be created or destroyed. It is a force unrivaled by any other. Harnessing that energy in creative and positive ways changes the lens through which we view the world around us. We choose to lead with positive energy, educate with love and speak with kindness. The power of a positive attitude may be our greatest ripple of all.

Christi Van Rite, CPWA®, CFP®

Fostering leadership, inspiring innovation, and shaping the landscape for Administrative Family Office Services

Christi entered the world of financial services back in 2005 with a strong commitment to assisting clients in their investment and planning endeavors. As time passed, she came to realize the importance of reimagining our financial connections. Her experience underscores innovative thinking, strategic problem-solving, and the ability to transform obstacles into opportunities.

Credentials

  • Holds a bachelor’s degree in economics from Texas A&M University.
  • Holds the Certified Private Wealth Advisor (CPWA®) and CERTIFIED FINANCIAL PLANNER (CFP®) designations.
  • Active member of prominent industry associations like the Family Wealth Alliance, the Financial Planning Association, and a Leadership Austin Emerge Alumni.

Affiliations

  • Christi is affiliated with influential organizations, including the Family Wealth Alliance, Evolving Firms Roundtable, Family Firm Institute, and Family Office Club. These affiliations connect her with a vast network of industry professionals who collectively advise over $450 Billion in assets.

Values

  • Christi is deeply committed to the values of education, inclusivity, and kindness.
  • She firmly believes that the world becomes a better place when we support each other.

Our Team

Meet the dedicated professionals behind White River Consultants. Our team combines years of experience, expertise, and a passion for excellence. We are committed to helping you achieve your financial goals and providing top-notch service. Get to know us below.

Kenneth

Chief of Staff

Aldren

Head of Accounting

Michelle

Chief of Operations

Our Process

WRC provides a personalized, unparalleled level of service for the families we serve.
To do so, we pay special attention to the way we build partnerships with our clients.

We understand that sometimes it feels as if the world is changing faster than we can keep up. Our purpose is to help you create a new model, one that invites communication, action plans and gives you piece of mind. We start with our 5 I Framework

The 5 I Framework

1. Initiate

What new possibility are you inspired to create?

  • What parts of your life would you like to evolve in positive ways?
  • Why is it important to you to have this new future?

2. Identify

Who’s strengths already on your team can be leveraged?

  • What has worked well in the past?
  • What key relationships, opportunities are worth
    appreciating?

3. Imagine

What could be possible?

  • If everything went as well as possible, what does success look like when your team is functioning at a high level?

4. Innovate

How might we get there?

  • What 2-3 projects, or priorities would move you towards the future you’d like to be celebrating?

5. Implement

Where will we start?

  • What are the next steps you most want to take?

From Here - We Build

Our services for your family are driven based upon what you need. Our data and information platform provides the foundation. From there, we build your Family Office Operating System™ and take the list of "to get done" off your plate.

Administrative
Support

Are the administrative tasks of managing your household or estate overwhelming you? Let us alleviate your administrative burdens, providing you with the peace of mind you deserve. Explore our administrative support solutions today and regain control of your time and resources.

Integration &
Strategic Advice

Discover the peace of mind that comes from expertly managing your high-value projects. Let go of the worries of handling private aircraft, filing annual reports, preparing tax documents, overseeing residential construction, and juggling advisory teams. We've got you covered.

Contact Us

Have questions or need assistance with our programs? Feel free to reach out to our dedicated team. We’re here to help you every step of the way on your educational journey.