CASE BOGART

Family Advisory Services

The Challenge

In high-net-worth families, even subtle relational tensions can create significant ripple effects. Left unaddressed, these challenges can endanger the family finances, unity and legacy.

 

The Solution

Our Family Advisory Services are designed to proactively build a strong foundation of relational well-being, helping families remain connected, aligned, and resilient.

The Result? Trust that lasts, relationships that matter, and a sense of unity that bridges generations—all nurtured through honest communication and shared vision.

95%

of the problem is relational
- The Williams Group
95%

of the problem is relational
- The Williams Group

  • 60% Breakdown of Trust
  • 25% Failure To Prepare Heirs
  • 10% No Family Purpose
  • 5% Tax/Estate Planning

The Relational Wealth Process®

Through our Relational Wealth Process®, we support families in strengthening bonds, navigating complex dynamics, and preserving both their legacy and their most valuable asset—their relationships.

unity pie chart the relational wealth process case bogart dicovery understanding and planning
Discovery
We begin with active listening, assessments, and open dialogue to understand your family’s strengths, challenges, and priorities.
Understanding
Using assessment results and tools, we help improve self-awareness, strengthen relationships, and build communication skills.
Planning
We create a high-trust environment focused on shared goals, using measurable progress to build unity and lasting change.

 

The Relational Wealth® Approach includes:

A Proven Process
The Relational Wealth Process has been successfully used with families for over 20 years.
A Shared Language & Tools
Getting on the same page together is essential to a successful family journey of decision-making and a shared language fosters understanding and expedites the process.
Proprietary Assessment
We have customized assessments for use with families that are simple to remember and provide more layers of insight and awareness.
Progress Reports
Knowing where you stand in the process helps keep you focused and productive. We use measuring tools to keep track of progress so you know where you are on the journey.

How We Support Families

1

Foundational Family Forum

Whether you want to hit reset as a team, or because you are navigating changes, we begin the journey with the Relational Wealth Process® by introducing a shared language and tools to facilitate meaningful conversations, which leads to greater understanding.

2

Ongoing Family Forum

Family Forums can be more than just a business discussion – they are an opportunity to nurture unity, align on values, and strengthen the family’s collective vision over time. We help families plan, prepare for, and execute family forums to build a cohesive, effective family team, and ensure that the family legacy is upheld through clear communication and shared goals.

3

Relational Family Governance

A successful family creates a harmonious rhythm of work that prioritizes relationships. We help families implement intentional structure, that aligns with their values and objectives. We partner with families to create a balanced structure that prioritizes both governance and relationships.

When To Engage Us

Changes and transitions from life events
death, marriage, young adult launch, estate planning, succession planning, liquidity event
Family forum planning & facilitation
finding a family rhythm quarterly to annually, getting on the same page, connecting while accomplishing goals
Communication & Conflict
tools, resources and resolution
Philanthropy
purpose of giving, family foundations, giving strategy

Let us help you and your family preserve and grow the most valuable asset you have – your relationships
CONTACT US CONFIDENTIALLY

 

What Our Clients Have To Say

  • 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
    "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
Individual Services
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two hands helping each other individual services from case bogart dallas texas
The Challenge

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.

Our Solution

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