John Sleeting Conducts Interview with Family Office Club
/On July 10th, 2020 John Sleeting took part in an interview conducted by the Family Office Club as a part of their ongoing Investor Mandate Interview Series. Click below to watch.
About John Sleeting
John W. Sleeting is a Senior Partner at Clearwater Capital Partners and 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 and is a Charter Member of the Family Office Club. As a Certified Estate and Trust Specialist™ (CES™ ) 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 planning strategies, retirement income planning, investment management, risk management, insurance solutions structuring and charitable giving.
About the Family Office Club
The Family Office Club is the largest association in the family office wealth management industry with 109,000+ current members. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, find talent for their team, explore co-investment opportunities, and emulate best practices of $1B+ seasoned veterans of the space. Our global team of thirty professionals is dedicated to expanding and improving our training and research efforts.
About Clearwater Capital Partners
Clearwater Capital Partners is an independent Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). The firm was founded in 2006, by John Chapman, as a locally owned, privately held independent advisor. The firm provides comprehensive wealth management services to successful individuals and families through its Private Client & Multi-Family office Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.
