Building Stewards of Family Capital with Kit Case and Bill Bogart

You can learn more about Kit Case and Bill Bogart at casebogart.com. To connect with Jake, visit jakecran.com or follow him on X. @jakecrandall Family wealth management and stewardship. 0:03 Stewardship, mentoring, and capital management. 3:47 Assessing and developing competence in heirs. 9:24 Values and best practices for healthy family dynamics. 14:41 Mentorship, risk-taking, and personal development. 20:46 Challenges faced by rising generation in family-owned businesses. 26:21 Preparing next-gen leaders for family businesses. 31:56 James “Jake” Crandall offers products and services using the following business names: Foster Financial Group or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Foster Financial Group or Canvas Financial. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.