CASE BOGART

Individual Mentoring Services

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Advocates & Confidantes
for the Rising Generation

Through individual mentoring we become advocates and confidantes for the rising generation. We empower individuals to confidently and competently steward the resources entrusted to them, including their Individual Capital, Financial Capital, Social Capital, and Family Capital. We work confidentially and directly for the individual as opposed to working for the family.

Services – How It Works
Financial Capital Family Capital Social Capital Individual Capital

Financial Capital

  • Gain competence in money, budgeting and investments
  • Effectively lead in business and organizations
  • Work effectively with family advisors

Family Capital

  • Contribute effectively to the family system
  • Equip to mentor and lead younger siblings and cousins
  • Develop conflict resolution skills
  • Value gifts and strengths of other family members

Social Capital

  • Help discover and develop a heart of generosity
  • Find and implement a personal philanthropic focus

Individual Capital

  • Help discover and understand personal giftedness and strengths
  • Find work that utilizes giftedness and produces energy and joy

How We Support the Individual

Hover on an option below to learn more.

1

Mentor/Coach

The most important asset inherited is oneself. We assess individual giftedness and strengths providing counsel in the exploration and discovery of satisfying and life-giving careers. We comprehensively develop heirs in all areas of family capital including Investing, Governance, Philanthropy, Leadership, Decision-making, Values, and Legacy.

 2

Personal Board of Directors

As heirs emerge as leaders and begin executing their mission and purpose, we become a responsive, independent Board providing counsel, perspective, wisdom, and a source of protection in decision making responsibilities.

 3

Leadership Development/Consulting

Our services principally involve preparing heirs for leadership, but we also help heirs develop their own business management teams through interactive coaching.

 4

Business Succession Advisory Services

We serve both the rising and senior generation by creating strategy for an effective and successful business succession and transition of responsibilities. We coach towards effective communication and conflict resolution skills, providing a necessary independent voice in the conversation.

 5

Beneficiary Preparation

Through our mentoring process, we help beneficiaries grow into their role as a responsible receiver of wealth. We seek to relieve trustees of the challenges of serving a trust with unprepared beneficiaries.
1

Mentor/Coach

The most important asset inherited is oneself. We assess individual giftedness and strengths providing counsel in the exploration and discovery of satisfying and life-giving careers. We comprehensively develop heirs in all areas of family capital including Investing, Governance, Philanthropy, Leadership, Decision-making, Values, and Legacy.

2

Personal Board of Directors

As heirs emerge as leaders and begin executing their mission and purpose, we become a responsive, independent Board providing counsel, perspective, wisdom, and a source of protection in decision making responsibilities.

3

Leadership Development/Consulting

Our services principally involve preparing heirs for leadership, but we also help heirs develop their own business management teams through interactive coaching.

4

Business Succession Advisory Services

We serve both the rising and senior generation by creating strategy for an effective and successful business succession and transition of responsibilities. We coach towards effective communication and conflict resolution skills, providing a necessary independent voice in the conversation.

5

Beneficiary Preparation

Through our mentoring process, we help beneficiaries grow into their role as a responsible receiver of wealth. We seek to relieve trustees of the challenges of serving a trust with unprepared beneficiaries.

Why Call Us?

  • Managing responsibilities of inherited wealth
  • Preparing for responsibilities outlined in the estate plan
  • Succession planning and role preparation
  • Financial literacy and wealth management education
  • Preparing heir for a liquidity event
  • Addressing job stagnation or new career path
  • Leadership development and training
  • Communication and conflict resolution coaching
  • Family governance and collaboration strategies
  • Cultivating a philanthropic mindset
  • Post college launch

Ready to reach out?

We are personal and confidential. Call or email us.

Confidentially Contact Us

Client Testimonials

  • 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
    "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
Family Services
Learn more
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The Challenge

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

Our Solution

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.