Family Office Success

We're talking all things Family Office. We break down what they are, how they work, how to make them work better - and why you probably already have a structure in place! We help you understand what family office services are and guide other providers on how to serve family's in the exact way we do. We believe we all get better when the conversation is open, curious and educational!

Family Office Success is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Family Office Success, a business show with 0 episodes published.

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  Episode #3

  Showing Value as a Family Office Practitioner

  Sep 30, 202642 minS5

  Christi welcomes listeners to the Family Office Success Podcast and interviews professional coach Michele Soregaroli about how practitioners can show value and avoid disconnects between the value they believe they deliver and what clients actually perceive. Michele explains that mismatches come from limited communication about what each party wants and the “filter” clients use to judge value beyond technical expertise. She recommends asking better questions about what a successful relationship would look and feel like, what clients have liked or found frustrating before, and why the service matters, emphasizing that clients are buying an experience as much as an outcome. Using restaurant and “steak” analogies, they discuss differentiation, aligning offers to client values, and the business costs of taking mismatched clients, as well as the integrity and referral benefits of identifying fit early. Connect with Michele: LinkedIn: https://www.linkedin.com/in/msoregaroli/ Website: https://www.transformationcatalyst.ca Email address: m@transformationcatalyst.ca

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  Episode #2

  Building Better Trustee–Beneficiary Relationships with Amanda Koplin

  Sep 16, 202639 minS5

  Christi Van Rite interviews Amanda Koplin about how trustees can better interact with beneficiaries, drawing on Koplin’s background as a licensed professional counselor, certified hostage negotiator, and fiduciary consultant. They discuss the “arranged marriage” dynamic between trustees and beneficiaries, reframing conflict from “what’s wrong with this person?” to “what happened to this person?” and using practical language to de-escalate and build trust through consistent “small moments.” Koplin explains how trauma, mental health, and money histories shape behavior on both sides, and emphasizes empowerment, voice, choice, and financial literacy. She shares tools like pausing escalation, clarifying foundational assumptions with a “same page chart,” and setting structured touchpoints to reduce burnout. Koplin’s book, "The Trauma-Informed Trustee," is expected mid-to-late July, and she offers consulting and training via koplinconsulting.com. Connect with Amanda: LinkedIn: https://www.linkedin.com/in/amanda-koplin-lpc-3a67a13a/ Website: https://koplinconsulting.com Email address: amanda@koplinconsulting.com

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  Episode #1

  Managing Tangible Assets and Family Legacy with Sonya Weisshappel

  Sep 1, 202641 minS5

  In this episode of the Family Office Success podcast, host Christi Van Rite talks with Sonya Weisshappel about helping families inventory what they own—across multiple homes and storage, so tangible assets become visible, valued, and properly managed alongside financial assets. They discuss how incomplete balance sheets, missing documentation, and reactive decision-making create insurance, tax, estate, and family-conflict risks, especially during crises or at end of life. Sonya outlines her process for organizing, room-by-room inventorying, photographing, measuring, and coordinating appraisals, then delivering results to trusted advisors for insurance and planning updates, with ongoing maintenance. They also emphasize capturing the stories behind meaningful items - often via simple phone videos -so the next generation understands context, preserves legacy, and avoids disputes over objects large and small. Connect with Sonya: LinkedIn: https://www.linkedin.com/in/sonyaweisshappel/ Website: https://www.seriatim.net Email address: sonya@seriatim.net

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  Episode #13

  The Most Important Asset You Own? Your Health

  Jun 23, 202640 minS4

  In this episode, host Christi Van Rite sits down with Dr. Tracy Gapin, founder of Peak Launch, to explore why health is the most overlooked asset in high-performance leadership. Dr. Gapin, a board-certified urologist turned precision performance medicine specialist, shares how traditional medicine falls short for leaders experiencing subtle decline. The conversation covers advanced testing, hormonal balance, cortisol management, gut health, and early disease prevention. A compelling reminder that your energy, focus, and decision-making capacity directly impact your family office's success - and that proactive health management is non-negotiable for sustainable leadership.

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  Episode #12

  Unlocking the Secrets of Entrepreneurial Growth

  Jun 9, 202636 minS4

  In this episode of the Family Office Success podcast, host Christi Van Rite speaks with entrepreneur and podcaster Chris Reynolds, who has interviewed hundreds of founders, including over 40 billion-dollar entrepreneurs. They explore the mindset shifts required at each stage of business growth, the importance of focusing on one core business, and hiring top-tier talent. Chris shares stories of persistence and success, including those of Abercrombie & Kent's founder. The conversation draws parallels between scaling businesses and managing family offices, emphasizing intentional growth, strong communities, and evolving networks as essential tools for long-term success. Listen in for a truly insightful conversation with someone whose network is unparallelled. Chris’ Websites: www.thebusinessmethod.com and www.M3.club Chris’ LinkedIn: https://www.linkedin.com/in/chrisreynoldslive/

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