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Artwork for Family Office Success

Family Office Success

White River Consultants
Family Office
Philanthropy
Residential Commissioning
Entrepreneurship
Enlightened Philanthropy
Open Enrollment
Bill Pay
Building Science
Life Book Memoirs
Family Offices
Estate Planning
Superpowers
Health Insurance
High-End Residential Construction
Energy Efficiency
Donor-Advised Funds
Auction Houses
Delegation
Heritage Auctions
Christie's

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!

PublishesTwice weeklyEpisodes55Founded2 years ago
Number of ListenersCategories
EntrepreneurshipBusinessInvesting

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Artwork for Family Office Success

Latest Episodes

In this episode, host Christi Van Rite sits down with Dr. Tracy Gapin, founder of Peak Launch, to explore why health is the most overlooked asset in high-performance leadership. Dr. Gapin, a board-certified urologist turned precision performance medi... more

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 shif... more

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,... more

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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... more

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Recent Guests

Dr. Tracy Gapin
Founder of Peak Launch, a precision performance medicine platform
Peak Launch
Episode: The Most Important Asset You Own? Your Health
Chris Reynolds
Interviews on entrepreneurial growth and family office models
Episode: Unlocking the Secrets of Entrepreneurial Growth
Terry Pham
Community champion at Superpowers
Superpowers
Episode: Mastering the Art of Delegation for Entrepreneurial Success
Josh Chadajo
Philanthropy advisor, founder of JEC Philanthropy
JEC Philanthropy
Episode: Building a Meaningful Philanthropy Strategy
Kerrie Mitchell
Managing Partner of FSO Partners, works with families, family offices, foundations, and nonprofits on giving strategy and philanthropy
FSO Partners
Episode: Donor Advised Funds & Other Ways to Optimize Your Giving
Michelle Castro
Vice President of Trust and Estates at Heritage Auctions
Heritage Auctions
Episode: You Can't Cut a Painting In Half! with Michelle Castro of Heritage Auctions
Kathleen O'Brien
Director of Trust and Estates
Bonhams Skinner
Episode: Auction House Insights with Kathleen O'Brien from Bonhams
Caroline Baker Smith
Vice President and Senior Director of Trusts, Estates, and Private Clients for Freeman's Auction House
Freeman's Auction House
Episode: Choosing The Right Auction House with Caroline Baker Smith from Freeman's
Joey Quigley
Senior Vice President, Trusts, Estates and Appraisals at Christie's
Christie's Auction House
Episode: Understanding Auction House with Joey Quigley from Christie’s

Host

Christi Van Rite
Host of Family Office Success Podcast; affiliated with Whiteriver Consultants / White River Consultants; leads discussions on family office strategy, philanthropy, and asset management.

Reviews

5.0 out of 5 stars from 7 ratings
  • Fantastic Insights

    Christi does such an incredible job opening the door to Family Office conversations. This can be such a confusing industry, and both Christi and her podcast guests bring clarity and insight to families wherever they fall on the Family Office or Family Business spectrum.

    Apple Podcasts
    5
    WhistlinBlue
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The host delivers thoughtful, implementation-focused discussions suitable for professionals and families alike.
The show helps navigate complex assets and multi-generational planning with real-world examples.
Guests are high-value and provide actionable insights for wealth stewardship.
Listeners praise clarity and practical guidance for family-office conversations.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#86
New Zealand/Business/Investing
Apple Podcasts
#238
New Zealand/Business

Talking Points

Recent interactions between the hosts and their guests.

Unlocking the Secrets of Entrepreneurial Growth
Q: And I think more people need to hear this conversation to understand, hear how other people are doing it. So with that, Chris, I'm going to ask if you could introduce yourself and tell us a little bit about your background. What got you to where you are today? And what are you doing with families now?
Chris describes his evolution as a podcaster who has progressively connected with billion-dollar founders, built a network of top-tier entrepreneurs, and created communities to help families and founders accelerate growth. He emphasizes the importance of mindset, selective hiring (A players), focused specialization, and leveraging intimate, high-value gatherings to catalyze meaningful opportunities for others.
Commissioning: The Secret To A Smooth Home Build
Q: How does a commissioning agent interact with the owner compared to the traditional design team?
The agent acts as a translator and project manager, distilling technical options into decisions the owner can make, thereby saving time and reducing stress while keeping the project aligned with the owner's goals.
Commissioning: The Secret To A Smooth Home Build
Q: How early should a family engage a commissioning role in their project?
Ideally at the design stage, so the owner's expectations and requirements can shape the AE team's work from pre-design onward, preventing costly changes later.
Commissioning: The Secret To A Smooth Home Build
Q: What is the core purpose of commissioning in residential projects?
To ensure that the design intent is implemented through construction, optimize system performance, and reduce post-occupancy issues by coordinating the design and construction teams and keeping the owner informed and empowered.
Balancing Tradition and Innovation in Family Offices with Brian Adams
Q: So, would you give us a little bit of your background? How did you get to be in the family office industry? And what does MACK International do?
Brian explains his transition from law and real estate into the family office space, and details MACK International's focus on executive search for C-suite roles in single-family offices, spanning across the U.S. with a consultative, deeply engaged approach.

Audience Metrics

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Frequently Asked Questions About Family Office Success

What is Family Office Success about and what kind of topics does it cover?

The discussions center on how ultra-wealthy families structure, operate, and optimize multi-generational wealth and philanthropy. Episodes cover delegation and scalable support for founders, strategic philanthropy (including donor-advised funds and structured giving), and how art, antiques, and tangible assets fit into estate planning and wealth transfer. A recurring thread is practical governance, cross-family collaboration, prudent risk management, and how trusted advisors coordinate with auction houses, appraisers, and specialists to protect legacy while growing impact. The show often features experts from philanthropy, auction houses, design, healthcare advocacy, and family-office services, offering actionable frameworks, checklists, an... more

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Which podcasts are similar to Family Office Success?

These podcasts share a similar audience with Family Office Success:

1. Barron's Advisor
2. All-In with Chamath, Jason, Sacks & Friedberg
3. Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
4. Huberman Lab
5. The Ramsey Show

How many episodes of Family Office Success are there?

Family Office Success launched 2 years ago and published 55 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Family Office Success?

Recent guests on Family Office Success include:

1. Dr. Tracy Gapin
2. Chris Reynolds
3. Terry Pham
4. Josh Chadajo
5. Kerrie Mitchell
6. Michelle Castro
7. Kathleen O'Brien
8. Caroline Baker Smith

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