#104 Generational Wealth Management Beyond Balance Sheets with Clearwater Capital Partners' John Sleeting

In this episode, we welcome John Sleeting, Executive Partner at Clearwater Capital Partners and host of the podcast Entrepreneurial Legacies. We dive deep into the challenges and opportunities unique to entrepreneurial families, exploring topics such as pre-liquidity event planning, intergenerational wealth transfer, and the role of family offices in navigating global markets.

John Sleeting is an Executive Partner at Clearwater Capital Partners (CCP) and Managing Partner of Clearwater Capital's Family Office Practice. With over thirty years of finance and capital markets experience, John is uniquely positioned to serve a select group of successful ultra-high-net-worth individuals and families in the development and integration of estate and financial planning strategies, investment portfolio management, estate and wealth transfer strategies, strategic philanthropy and administration, cash-flow planning, risk management insurance solution structuring, as well as family governance and education.

John strives to serve as a client’s “Family Chief Financial Officer” to facilitate inter-generational wealth management strategy creation and implementation. John received his Certificate in Financial Management for the Family Office (CFMFO) through Pepperdine University, was a Charter Member of the Family Office Club, and is Clearwater Capital's Leader within the nationally recognized Family Office organization the Family Wealth Alliance (FWA).   John holds a B.S. in Management with Honors from the U.S. Coast Guard Academy and an MBA in Finance from the University of Maryland. His professional development includes programs at Yale University and GE’s Executive Management and Advanced Financial Management courses.

John serves as Chairman of a Family Holding Company Board, Director for two Private Grant-making Family Foundations, a Private Operating Foundation, Clearwater Capital Partners Board of Directors, and the Clearwater Capital Foundation.

Clearwater Capital Partners is an independent wealth management firm serving individual and institutional clients across the U.S. With a focus on professionalism and sophisticated advice, the firm is dedicated to helping clients navigate the complexities of financial decisions in an ever-changing world.

Learn more about John W. Sleeting here

Connect with John W. Sleeting on LinkedIn

Learn more about Clearwater Capital Partners here

This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

--- Support this podcast: https://podcasters.spotify.com/pod/show/geeksofthevalley/support