In this episode of The Mack Podcast, host Brian Adams is joined by Kit Case and Bill Bogart, co-founders of Case & Bogart, to discuss how families can thoughtfully prepare the rising generation for stewardship, leadership, and long-term responsibility.

The conversation explores why episodic education is often insufficient, the risks of delaying next-gen development, and the difference between entitlement and lack of confidence. Kit and Bill outline their four “capital buckets” framework—individual, financial, social, and family capital—and explain how long-term, conflict-free mentorship can help heirs move from ownership to stewardship. They also discuss succession in family businesses, the role of parents, and what success looks like when preparation is done well.

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