Services for Individuals & Families

Families of wealth and their family offices typically have first-in-class employees and service providers, while the family relationships can often get complex, misaligned, messy, and ignored. We offer processes, tools, and partnership to help grow in these relationships.

Case Bogart serves both individuals and families with the same process of discovering needs, understanding issues, and developing a strategy and a pathway to where our clients need to be. We partner with clients and guide them through each phase, ensuring sustainable success.

 

How It Works

1 | Discovery/Consultation

We begin with listening intently while using our proprietary questioning process.

2 | Understanding/Assessments

We then provide various assessments to gain full understanding of the individual or family.

3 | Planning/Customized Solutions

Based on our assessment, we partner and co-create tailored strategies and provide tools to meet your family’s or individual’s goals.

Client Testimonials

  • Family Client
    "Just wanted you to know I gave you a shout out in my first podcast that was just released. I continue to be reminded of how important the role you played in our family business and relationships was. Thank you Cristin!!!"
    Family Client
  • Happy Customer
    "Kit and Bill have helped me learn more about myself allowing me to grow in my work, my faith, and my relationships. I will be forever grateful for their friendship and guidance."
    Happy Customer
  • Happy Customer
    "You facilitated putting our family’s (Generation 1 & 2) relationship back together and I cannot thank you enough. There is no way we could be where we are now without you. Someone asked, 'what was the biggest blessing of 2019?' My answer was simply, 'Cristin Parker!' And it set the foundation that has gotten us where we are today in 2021."
    Happy Customer
  • Happy Customer
    "Generational handoffs can be challenging for all involved. I found it extremely helpful to have someone provide feedback and act as a sounding board who has seen what to do and what not to do when going through this change at closely-held family companies."
    Happy Customer
  • Happy Customer
    “Bill and Kit are everything you hope for in a personal Board of Directors: easy to work with, intentional, understanding and willing to push you when needed to help you achieve your goals.  Most importantly, they truly get to know you for who you are.  I consider them not only mentors, but good friends, and I truly appreciate the role they play in my life.”
    Happy Customer
  • Happy Customer
    “Cristin has helped me take intentional steps in achieving my professional goals, while balancing my personal life with the same urgency and intentionality I grow my career. She was an especially helpful thinking partner as I navigated the two most significant career and personal transitions of my life, in landing and starting a demanding dream job, while rebuilding a fragile relationship that has now led to engagement. Cristin helped me cast clear vision and actionable plans to achieve goals for my new role and relationships."
    Happy Customer
  • Happy Customer
    "Case & Bogart has been phenomenally helpful to me in navigating an intense, nuanced, and multi-faceted situation in my career management. Through their guidance and help, I have been able to maximize potential and achieve objectives that I would have never thought would have been possible.”
    Happy Customer
Individual Services

Wealth brings more than just comfort and enjoyment—it also creates higher pressures and responsibilities that, if not properly addressed, can result in unwanted consequences.

We mentor the rising generation to reduce the risks of these consequences and embark on a flourishing pathway.

Family Services

When the family has more connecting points such as businesses, shared assets, investments, trusts, and foundations, there is more at risk when relationships rupture.

We help families cultivate a foundation of relational health, communication tools and common language, so that families are unified, connected, and thriving in their relations.

CASE BOGART

Elevating families. Empowering the rising generation.