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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.
View all episodes
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.