In this episode of the Family Office Success podcast, host Christi shares a conversation from the Exceptional Advisory Podcast with Chris Seeger. They discuss the intricacies and importance of family offices, touching on how they support high-level family enterprises in wealth management, business operations, and legacy preservation.

Christi recounts her journey of founding White River Consultants, the initial hurdles, significant moments, and the pivotal decisions that led to its creation. The episode also covers practical advice for entrepreneurs, the need for clarity in family office operations, and how the right structure and integration can lead to generational success. Whether considering succession, evaluating business potential, or just curious about family office dynamics, this episode offers valuable insights and real-world applications.

00:00 Introduction to the Family Office Success Podcast

00:57 Introducing Christie Van Wright and White River Consultants

03:55 The Pivotal Moments that Shaped White River Consultants

08:44 Navigating COVID and Embracing Remote Work

13:19 Understanding Family Offices and Their Importance

16:43 Building a Healthy Family Office and Enterprise

19:53 The Role of EOS in Family Offices

21:10 Successful Client Stories and Transitions

27:21 Preparing the Next Generation for Leadership

33:50 Advice for Entrepreneurs and Closing Thoughts

https://excoadvisors.com/

https://www.linkedin.com/in/christopher-seegers-8a30161a/