In this episode of the Family Office Success podcast, host Christi converses with Lindsey Loomis from Emry Health. They discuss the complexities of navigating the healthcare system, including critical topics such as open enrollment, the importance of evaluating healthcare plans, and avoiding common pitfalls. Lindsey shares her background, the services Emry Health provides, and the value of having an expert consultant to manage healthcare benefits. They emphasize the importance of choosing the right plan to maximize benefits and reduce costs for families. The episode also highlights the significant financial impact of errors in medical claims and the advantages of using a healthcare concierge service.

00:00 Introduction to the Family Office Success Podcast

01:46 Meet Lindsey Loomis: A Journey in Healthcare and Insurance

03:06 Understanding Emory Health's Expertise

03:56 Navigating Open Enrollment: Key Dates and Tips

05:08 The Importance of Reviewing Your Healthcare Plan

07:51 How Consultants Can Help During Open Enrollment

10:51 The Financial Impact of Healthcare Choices

14:22 Mitigating Healthcare Risks with Expert Help

16:56 The Role of Consultants in Healthcare Management

21:38 How Practitioners Can Support Families

26:37 Conclusion and Contact Information

Lindsay: https://www.linkedin.com/in/lindsay-loomis-mba-6663845/

Emry Concierge: https://www.linkedin.com/showcase/emry-emryconcierge/posts/?feedView=all

In this episode of the "Family Office Success Podcast," host Christi Van Rite and industry expert Kyle McDaniel explore the foundations of effective family office leadership. They discuss the critical importance of building “A” teams, aligning strategy and values, and fostering intentionality and clarity in decision-making. Drawing on decades of experience, Kyle shares practical frameworks for team building, risk mitigation, and sustaining multigenerational success. Listeners gain actionable insights on integrating people, systems, and processes to drive growth and resilience in family offices. The episode concludes with resources for further support and an invitation to join the Family Office Success community.

Bonding Through Experience & Episode Theme (00:01:23)

Christi and Kyle reflect on their working relationship and introduce the episode’s focus: leadership, team, strategy, and values.

Kyle’s Background & Career Journey (00:02:18)

The Value of the Right Team Over the Right Idea (00:04:45)

Framework for Decision-Making & People as the Ultimate Variable (00:06:16)

Building Teams Intentionally vs. Reactively (00:09:28)

Clarity Audit: The Foundation of Team Building (00:11:11)

Assessing Team Members: Skills, Intentionality, and Culture (00:12:54)

The Importance of the A Team, Not Just the A Person (00:17:50)

Backstage vs. Front Stage: Operational Excellence (00:18:47)

Discernment in Choosing Service Providers & Systems (00:20:11)

The Cost of the Wrong Choices & Value of Expertise (00:21:48)

Mitigating Risk Through the Right People and Systems (00:26:08)

Contracts, Safety, and the Danger of Complacency (00:28:50)

Learning from Mistakes & the Last 10% (00:30:39)

Growth Mindset in Family Offices (00:32:45)

Growth = Mindset + Energy (00:32:58)

Building Foundations for Multigenerational Success (00:36:47)

The Challenge of Sustaining Wealth Across Generations (00:38:39)

Efficiency and Internal Organization (00:40:47)

Solid Foundations Enable Strategic Progress (00:41:12)

Closing Thoughts: Judgment, Clarity, and Integration (00:44:32)

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/

In this episode of the Family Office Success podcast, Christi engages in an insightful conversation with Brian Adams from Mac International about the challenges and nuances of talent acquisition within the family office sector. Brian shares his journey into the family office industry, the role of Mac International in executive searches for single family offices, and the unique aspects of hiring for family offices compared to corporate environments.

Key discussion points include the importance of finding the right cultural fit, the high competitiveness for executive talent, managing expectations around role responsibilities and compensation, and the evolving trends towards professionalization and institutionalization in family offices. The conversation also touches on the strategic considerations of insourcing versus outsourcing services and the critical need for a well-rounded, proactive C-suite executive in family offices.

01:57 Meet Brian Adams: Background and Journey

02:55 Mac International: Services and Expertise

05:09 Challenges in Family Office Hiring

08:21 Professionalization and Outsourcing Trends

15:47 The Role of the COO/CFO in Family Offices

24:19 Compensation Expectations for Family Office Executives

29:21 Conclusion and Contact Information

Brian Adams is with MACK International

https://www.mackinternational.com/

https://www.linkedin.com/in/brian-c-adams/

In this episode of the Family Office Success Podcast, host Christi Van Rite interviews Wes Van Rite, a leading expert in building science and commissioning for high-end residential estates. They discuss the essential role of commissioning in ensuring luxury homes meet owners’ expectations for comfort, efficiency, and performance. Wes explains how proactive collaboration among general contractors, owner’s representatives, and commissioning agents prevents costly issues and enhances long-term value. Listeners gain practical insights into managing complex construction projects, the importance of clear communication, and why commissioning is vital for ultra-high-net-worth families building or renovating large estates.

Engineered Projects Consulting

https://www.engdproj.com/

https://www.linkedin.com/in/wesley-van-rite-epc/

In this episode of the Family Office Success Podcast, host Christi Van Rite interviews Wes Van Rite, a leading expert in building science and commissioning for high-end residential homes. They discuss the essential role of commissioning in ensuring luxury homes meet owners’ expectations for comfort, efficiency, and performance. Wes explains how proactive collaboration among general contractors, owner’s representatives, and commissioning agents prevents costly issues and enhances long-term value. Listeners gain practical insights into managing complex construction projects, the importance of clear communication, and why commissioning is vital for ultra-high-net-worth families building or renovating large estates.

In this episode of the Family Office Success Podcast, host Christi Van Rite welcomes Jeff Lambert of LHT Consulting Group to discuss the vital yet often overlooked topic of funeral planning for high-net-worth families. Drawing on decades of experience, Jeff shares best practices for proactive, personalized memorial planning, highlights the benefits of expert coordination, and offers practical strategies for family offices to navigate sensitive end-of-life conversations. The episode underscores how thoughtful planning eases emotional burdens, honors individual legacies, and ensures seamless execution for families with significant public profiles.

In this episode of the Family Office Success Podcast, Christi introduces Koby Willbanks from Continuum Legal, discussing her unique role as a concierge general counsel for family enterprises and family offices. Kobe explains her background, encompassing organizational psychology, high-net-worth divorces, commercial litigation, and business transactional work, all contributing to her expertise as a legal generalist.

The conversation explores the importance of having a generalist legal advisor who can coordinate various specialist legal services, implement efficient legal operations, and prevent litigation. The episode also delves into the benefits of a subscription model for legal services, how Kobe collaborates with in-house legal teams, and provides actionable advice for families to better manage their legal spend and interactions with legal professionals. The discussion emphasizes the significance of finding the right legal representative who understands the client's needs and can provide practical, integrated legal advice.

00:00 Introduction and Guest Welcome

00:45 Kobe Wilbanks' Background and Career Journey

02:13 Role of a Concierge General Counsel

04:32 Creating a Unique Legal Firm

08:24 Challenges and Solutions in Family Legal Services

12:09 Legal Budgeting and Cost Management

16:57 Collaborative Legal Strategies

28:57 Final Thoughts and Contact Information