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About Us

History

Founded in 2015, Bill Bogart and Kit Case united in their shared passion for helping and developing young people. They merged this dedication with their extensive experience working with families of generational wealth to create a mentoring service specifically designed for the rising generation. In 2021, Cristin Parker joined the team, focusing on mentoring young women and launching the Family Advisory Division. This initiative draws on her commitment to providing tools and processes that foster relationally strong family units. Our mission is to elevate families across generations while empowering heirs to become who they aspire to be.

Our Values

Lived & Taught

Integrity Honesty Authenticity Gratefulness Trustworthiness Humility Self-Control Grace Forgiveness Patience Humor

Our Team

Bill Bogart William Bogart dallas texas advisorBill Bogart William Bogart dallas texas advisor
WILLIAM R. “BILL” BOGART

214-403-9670

Bill@CaseBogart.com

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Kit Case dallas texas advisorKit Case dallas texas advisor
RONALD C. “KIT” CASE, CFA

(214) 293-9012

Kit@CaseBogart.com

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Cristin McKay dallas texas advisorCristin McKay dallas texas advisor
CRISTIN MCKAY PARKER

214-537-8406

Cristin@CaseBogart.com

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“Trustworthiness is a function of three characteristics: Empathy, Authenticity, and Competency.” - Case Bogart “ TRUST "Trust always affects two outcomes-speed and cost." - Stephen M.R. Covey “ TRUST “Whoever can be trusted with very little can also be trusted with much, and whoever is dishonest with very little will also be dishonest with much.” - Luke 16:10 “ TRUST “Whoever is careless with the truth in small matters cannot be trusted with important matters.” - Albert Einstein “ TRUST “Few things help an individual more than to place responsibility upon him, and to let him know that you trust him.” - Booker T Washington “ TRUST

WILLIAM R. “BILL” BOGART

214-403-9670

Bill@CaseBogart.com

I’ve lived and worked in Dallas since 1977. I’m thankful to SMU for educating me and launching my career as a leader in banking and investments. Many great firms have given me a platform to serve clients and lead teams including Charles Schwab where I managed the Southwest Region and J.P. Morgan where my last role was Managing Director of the Private Bank’s high net worth team. In 2014 Kit Case and I started our current business, Case & Bogart, a family office consulting practice where I have the best job of my life dedicated to preparing and educating the rising generation of wealthy families.

The love of my life is my wife Brenda. We have six children, four grandchildren, and live in the Bluffview neighborhood of Northwest Dallas. There you will often see us walking our Mini Bernie-Doodle, Daisy and biking around Bachman Lake. We worship at Park Cities Presbyterian Church where we serve in the marriage ministry helping couples learn to thrive in the highest relational calling in life.

RONALD C. “KIT” CASE, CFA

214-293-9012

Kit@CaseBogart.com

I have enjoyed a 35+-year career in investments involving most asset classes, including public equities, private equity, fixed income, and real estate. As an SVP, I ran the day-to-day operations of the Research Department for Southwest Securities, while covering a wide range of companies and industries. I moved on to the private equity world and joined BankCap Partners where I served as CFO and led capital raising initiatives for our investment companies. I subsequently, served two families in their asset allocation, private equity strategies, and due diligence efforts in multiple asset classes. I graduated from SMU in 1985, where I studied a little and played football, earning All-American (Honorable Mention) recognition. After beginning to mature, I earned an MBA from the University of Texas at Austin in 1991.

I have enjoyed my marriage to Carri for over 36 years and we have three beautiful daughters and seven grandchildren. I have the privilege of serving as an Elder at Park Cities Presbyterian Church and get to spend time with phenomenal people in the Men’s Ministry, Young Adult Ministry, and sometimes help Bill in our Marriage Ministry.

 

CRISTIN MCKAY PARKER

214-537-8406

Cristin@CaseBogart.com

I am a lifelong Dallas resident. I graduated Vanderbilt University with a degree in Human & Organizational Development, so I am an early adopter of relational health. Working for Perot Systems as a Change Management Consultant solidified my passion for helping people in practical ways by merging tools and processes to effect positive change in individuals as well as within relationships. In business, I have helped executive teams connect and become more effective and productive. As a Halftime connecting partner, I have advised families and coached individuals to unlock their potential and build a foundation of relational health. Being a lifelong-learner, I am always growing and developing in my field. I am a certified Relational Wealth Advisor with two levels of training. I have certifications in the enneagram, DISC assessment, and Career Direct Assessment tools. In addition, I have created a framework for families to make the most of their most important team called “Your Family Blueprint.”

I am happily married to my college sweetheart, Ben, for over 30 years and we are enjoying the season of parenting three young adult children, and one son-in-law. Our church home is Upper Room Dallas where we have worshipped since its inception and are actively involved with young adult ministry. In our free time, we love adventurous, purposeful travel, investing in meaningful relationships, and opening our home to hosting interesting events… all growth opportunities to unlock our potential.