Christi Van Rite

Founder, White River Consultants

Christi Van Rite is the founder of White River Consultants, a firm specializing in Administrative Family Office Services (AFOS) for Ultra High Net Worth families. As an Integrative Advisor, Christi collaborates with families and their advisory teams to centralize operations, streamline communication, and ensure that each professional’s expertise contributes to cohesive, effective outcomes. Christi’s approach prioritizes organization, efficiency, and harmony within complex family dynamics. By developing a customized Family Office Operating System TM , she simplifies the management of financial, legal, and personal matters, enabling families to focus on their goals with confidence and clarity.

Philip Strassler

Founder, Larry Kraus FO Tax & Tech-NEW-logy Institute

Phil Strassler, through Strassler, LLC consults with families of wealth and single-family offices on strategy, successful business practices and building sustainable Family Investment Offices. From 2008 he has been instrumental in the creation and staffing of some of the largest SFOs on the East Coast.

Alex Goodwin

Co-Founder & CEO, Bridge

Alex Goodwin is Co-Founder and CEO of Bridge. Before founding Bridge, Alex was a private equity investor at Audax Group and Leonard Green & Partners, and Vice President of Corporate Development at Winc, a Bessemer Venture Partners portfolio company. Alex holds a BBA from the University of Michigan Ross and an MBA from Harvard Business School where he was a Baker Scholar.

Asher Adler

Head of Product, AgilLink

Senior product leader with deep experience delivering complex, multi-module SaaS platforms in highly specialized domains including accounting, secure payments, and workflow automation. I champion close collaboration between product, engineering, UX, and client-facing teams to drive exceptional customer outcomes. I believe that great products emerge from trusted client relationships, tight product-development alignment, and a relentless focus on execution. Currently serve as SVP and Head of Product Management at AgilLink (an RBC company), where I lead strategy, vision, and full-cycle delivery of our specialized financial SaaS platform. Passionate about helping organizations drive impact through technology — with an emphasis on collaboration, accountability, and measurable success.

Erin Oremland

General Manager, AgilLink

As General Manager, I lead with the belief that growth comes from clarity: in vision, in execution, and in how teams serve their clients.Over the past two decades, I’ve helped build and scale organizations that manage the financial and operational complexity of high-net-worth and high-profile clients. My leadership approach blends operational precision with strategic foresight, creating environments where teams are empowered, clients are understood, and innovation is sustainable.At AgilLink, I’ve led transformation efforts that enable firms to scale efficiently and serve clients with greater confidence.I’m passionate about leading purpose-driven organizations, building cultures of trust and accountability, and driving innovation that makes complex businesses simple, scalable, and human.

Michael Balt

VP, BD, AgilLink

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