CASE BOGART

Family Advisory Services

The Problem

In high-net-worth families, even subtle relational tensions can create significant ripple effects—straining emotional bonds and trust, while complicating the management of shared assets, businesses, and long-term goals. Left unaddressed, these challenges can endanger the family finances, unity and legacy.

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 Solution

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

The Result of Working With Us

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

HOW IT WORKS

Our Process:

The Relational Wealth Process®

The Relational Wealth Process® is customized to achieve the goals of the individuals, couples, and families we serve.

Discovery

Through active listening, customized assessments and candid conversations, we arrive at a baseline evaluation of your family’s current strengths and challenges and begin the process of establishing understanding and trust.

Understanding

Through a process of gaining greater understanding, we use our clients’ assessment results and measurement tools to help them better understand themselves and their family members while building communication skills.

Planning

The planning process fosters a high-trust culture through meaningful interactions, building unity while achieving well-defined goals. Our measurement tools further support this by tracking progress both individually and as a family.

The 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 a customized assessments for use with families that is simple to remember and informs a natural as well as an adaptive style, providing 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 now where you are on the journey.

How We Support Families

1

Setting the foundation

With The Relational
Wealth Process

Whether you want to hit reset as a team, or because you are navigating changes, we begin the journey with re-introducing the family to each other using assessments, facilitated conversations for understanding, and introducing a shared language.

2

Family Forum

Planning & Facilitation

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. We view family forums as key moments to build a cohesive, effective family team and ensure that the family legacy is upheld through clear communication and shared goals.

 

2

Relational Governance Advisory Services

A successful family creates a harmonious rhythm of work that prioritizes relationships. By implementing intentional structure, families can align their dynamics with their values and objectives. By creating a balanced structure that prioritizes both governance and relationships, families can confidently navigate the complexities of multi-generational wealth and legacy building.

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 and Conflict

tools, resources and resolution

Philanthropy

purpose of giving, family foundations, giving strategy
CASE BOGART

Why Choose Us?

We don’t just address the business side of wealth—we focus on the people behind it. We offer a holistic approach that positions individuals and families to thrive long-term.

Let us help you and your family preserve and grow the most valuable asset you have—your relationships.

Reach out today to learn how we can support you and your family in cultivating trust, unity, and a thriving legacy.
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
Learn more

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.

"A goal without a plan is just a wish."

 - Case Bogart “ MENTORSHIP “Knowledge speaks, but wisdom listens.” - Jimi Hendrix “ MENTORSHIP “Leave your children enough money so they can do anything, but not enough that they don’t have to do anything.” - Warren Buffett “ MENTORSHIP "The best investment you can make is in yourself." - Warren Buffett “ MENTORSHIP "It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." - Warren Buffet “ MENTORSHIP "We make a living by what we get, but we make a life by what we give." - Winston Churchill “ MENTORSHIP "Discipline: doing the things you don’t want to do in order to accomplish what you want to accomplish." - Case Bogart “ MENTORSHIP “The delicate balance of mentoring someone is not creating them in your own image but giving them the opportunity to create themselves.” - Steven Spielberg “ MENTORSHIP "My job is not to be easy on people. My job is to take these great people we have and to push them and make them even better." - Steve Jobs “ MENTORSHIP