))
Crucial Foundation Pillars for a Successful Family Office
Manage episode 429211069 series 3552826
Content provided by White River Consultants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by White River Consultants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
14 episodes
Share
