The Mack Podcast Preparing the Rising Generation: Mentorship, Stewardship & the Risks of Getting It Wrong
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Feb 24, 2026 Bill Bogart, former family office CIO who builds relationship-focused development plans, and Kit Case, trainer for rising leaders in ultra-wealthy families, discuss next-gen preparation. They explore why episodic education fails. They cover risks of delaying preparation. They outline four capital buckets and the role of conflict-free, long-term mentorship in turning ownership into stewardship.
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Bring In Objective Mentors So Parents Can Be Parents
- Use third-party mentors so parents can remain parents and family pressures are reduced.
- Bill Bogart explains mentors take on conflict coaching and prepare heirs to resolve workplace and family tensions without parental strain.
Outside Voice Carries Weight Parents Lack
- Kit Case notes families value an outside voice because children still see parents in casual roles.
- He explains an outside mentor's voice carries weight where a parent's advice might be dismissed as 'goofy dad' commentary.
Diagnose First Then Bill After Heir Signs Off
- Begin with diagnostic interviews and assessments before charging fees to build trust and refine scope.
- They spend about 10 hours creating a sample IDP, run assessments, and don't bill until the family approves the plan.