Kit Case
Co-founder of Case & Bogart, focusing on preparing, educating, and equipping the rising generation of ultra-wealthy families with mentorship and development programs for stewardship and leadership.
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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.
