We are a family office advisory firm, focusing on creating and developing the infrastructure that supports families and their family offices. We do this by guiding families through critical decisions about how to preserve their family mission, values and wealth along with assisting them through major choices at critical junctures in their financial journeys.
V3 advises family offices on building successful Direct Investment Programs. With firsthand experience as operating executives, principal investors, and family office advisors, we help families navigate strategy, governance, and the full investment lifecycle—from sourcing and diligence to value creation and exits—ensuring a process that fosters family unity and grows capital in their direct investment portfolio of operating companies and real estate.
White River Consultants specializes in Administrative Family Office Services, providing integrated solutions for bookkeeping, bill payment, payroll, and household project management. We collaborate with advisory teams to streamline operations, implement customized Family Office Operating Systems, and ensure alignment with the family’s goals, creating calm and clarity in day-to-day financial affairs.
Supporting all types of family offices (single-, multi-, embedded, hybrid/virtual, and custom design) Xylogenesis supports families, family office staff and trusted advisors. Our services include visioning, strategy, design, governance, ecosystem alignment, operations, and sustainment, as well as independent director and trustee services of and for the family, family office, and trusted advisory team.
