Bill Bogart
Co-founder of Case & Bogart and former family office chief investment officer who specializes in relationship-focused mentorship for heirs and building individual development plans across financial, social, family, and individual capital.
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Feb 24, 2026 • 26min
Preparing the Rising Generation: Mentorship, Stewardship & the Risks of Getting It Wrong
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.
