We are excited to congratulate Christi Van Rite, for her recent feature on the Kitces Financial Advisor Success podcast. In this episode, Christi shares her unique journey from being a traditional financial advisor to pioneering the specialized field of administrative family office services for ultra-high-net-worth households. Her firm now serves 17 families, managing the complexities of their financial lives, from bookkeeping and payroll to property management and document organization, generating nearly $1.5 million in revenue this year.
Christi’s story is an inspiring example of how embracing unconventional opportunities can lead to a fulfilling and successful career path. Her expertise in managing the day-to-day logistics for complex client households, while ensuring high levels of cybersecurity and privacy, has made her an invaluable resource to her clients.
We applaud Christi for her well-deserved recognition on this esteemed platform and wish her continued success in leading White River Consultants to new heights. Her innovative approach and dedication to her clients is amazing.