White River Consultants
White River’s mission is to empower families to live their best life. We tailor our services to support the family’s team, allowing everyone to do their best work – effectively and efficiently. Our process streamlines communication, tasks, and workflows so everyone can see the goals to help the family move forward. Using our systematic approach, each professional regains more time in their day and the family can see what is happening, reducing questions and delays. Our consulting team works with RIA’s, CPA’s and Attorney’s to achieve the same goals. We respect these experts who want to provide this high level of service to their clients, and we want to be a trusted partner to help you do just that. If you are considering implementing services, elevating services, or want to ensure you are getting the most out of your team's time, consider joining us for a best practices conversation. We believe that when we work together, we inspire each other to do better, be better, and create better – which means an increased level of care for the family and a more efficient way of doing business.
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- SJ
Sherry Jonas
Chief of Staff to Founder & CEO of Integrative Family Office Services firm · Other
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Christi van Rite
Founder · General Business & Management
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Top roles at White River Consultants
2 distinct titles indexed · top 2 shown.
- 1chief of staff to founder & ceo of integrative family office services firm
- 1founder
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