Family Office

Drive your legacy forward with tailored wealth services,
expert guidance, and exclusive opportunities curated for ultra-high
net worth families.

About Family Office Insights

Speak with a Partner

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John W. Sleeting

Managing Partner – Family Office Services

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Institutional Advisory Services

Foster successful outcomes for your business, employees,
foundation or endowment with the expertise of our team, under a
true fiduciary standard.

About Institutional Advisory Services Insights

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Karie M. OConnor,
CIMA®, CPFA®, AIFA®, QKA®

Director – Institutional Advisory Services

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Private Wealth

Tailor your strategies for financial success through a comprehensive
suite of personalized services designed for successful individuals
and families.

About Private Wealth Insights

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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

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Connect Today to Explore Your Potential For Prosperity

How It All Started: Building a Firm Beyond Wall Street’s Vision
Listen to the Whole Podcast

Family Office

Drive your legacy forward with tailored wealth services, expert guidance, and exclusive opportunities curated for ultra-high net worth families.
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The Clearwater
Capital Client

Our Family Office clients are visionaries who have amassed substantial wealth. They prioritize intentional strategy, enduring relationships, and innovative solutions to serve generational wealth and define their family’s legacy.

Time is priceless for families of distinguished wealth. Rely on Clearwater Capital to design and execute interconnected wealth strategies, granting you the autonomy to enjoy the success you’ve earned.

Services

Acquire exclusive access to a suite of solutions essential to successful families in order to secure generational wealth and legacy.

Legacy Stewardship
Entrepreneurial families know where they've been and understand where they are going. Clearwater Capital empowers our families by helping them attain clarity on the origins of one's wealth, its purposeful utilization throughout life, and the enduring legacy it will create.
Legacy Stewardship
Strategic Asset & Liability Management
Discerning families rely on Clearwater Capital Family Office to manage complex balance sheets with precision. By incorporating public, private, and direct investments, we guide critical decisions with advanced financial and estate strategies tailored to long-term family priorities.
Strategic Asset & Liability Management
Integrated Financial Planning & Wealth Transfer Strategies
Strategic families prioritize wealth preservation and empowering heirs. This is accomplished through a meticulous process that will harmonize tax-efficiencies with philanthropic endeavors, achieving intergenerational objectives.
Integrated Financial Planning & Wealth Transfer Strategies
Income & Estate Tax Strategies
Forward-thinking families comprehend the intricacies of an ever-changing tax framework. They collaborate with Clearwater Capital Family Office to strategically position the assets of their family enterprise with tax efficiency and flexibility.
Income & Estate Tax Strategies
Consolidated Reporting & Technology
Complex families prioritize cybersecurity for their personal and confidential data. Through our technology platforms, our families experience a centralized, real-time view of their total balance sheet, coupled with robust security, customization, and analytical tools across their financial ecosystem.
Consolidated Reporting & Technology
Strategic Risk Management
Vigilant wealthy families recognize the multiplicity of risks to their family enterprise. Clearwater Capital's diligence in continuous risk assessments informs which risks to take, avoid, mitgate, or transfer.
Strategic Risk Management
Fiduciary Trust Services
Proactive families understand the importance of enlisting qualified trustees to ensure the accurate execution of legal trust administration and fulfillment of grantor intent. Clearwater Capital guides them through the intricacies of trust administration, safeguarding and expanding their assets for present and future generations.
Fiduciary Trust Services
Family & Business Governance
Entrepreneurial families recognize the complexities of balancing business and family priorities. Clearwater Capital guides clients through governance disciplines, supporting effective decision-making and fostering long-term continuity for both.
Family & Business Governance
M&A Advisory
Services
Our clients recognize the significance of buying, selling, or merging a family business. Clearwater Capital provides strategic guidance and collaboration with professionals to achieve fulfilling outcomes aligned with your planned objectives.
M&A Advisory
Services
Strategic Philanthropy & Administration
Generous families understand that wealth can only be directed to three destinations: family, philanthropy, and taxes. By strategically prioritizing family goals and supporting meaningful organizations while minimizing tax burdens, they create a lasting impact that cements their legacy.
Strategic Philanthropy & Administration
Lifestyle
Management
Thriving families recognize what their time is worth. Our clients leverage our team to accomplish various administrative task such as family personal bookkeeping, bill pay, and administrative services.
Lifestyle
Management
Cash Management & Lending
Successful families often require access to various sources of liquidity. Clearwater Capital facilitates the strategic management of cash flows, provides access to collateralized lines of credit, and collaborates directly with your banking relationships.
Cash Management & Lending
Legacy Stewardship
Entrepreneurial families know where they've been and understand where they are going. Clearwater Capital empowers our families by helping them attain clarity on the origins of one's wealth, its purposeful utilization throughout life, and the enduring legacy it will create.
Legacy Stewardship
Strategic Asset & Liability Management
Discerning families rely on Clearwater Capital Family Office to manage complex balance sheets with precision. By incorporating public, private, and direct investments, we guide critical decisions with advanced financial and estate strategies tailored to long-term family priorities.
Strategic Asset & Liability Management
Integrated Financial Planning & Wealth Transfer Strategies
Strategic families prioritize wealth preservation and empowering heirs. This is accomplished through a meticulous process that will harmonize tax-efficiencies with philanthropic endeavors, achieving intergenerational objectives.
Integrated Financial Planning & Wealth Transfer Strategies
Income & Estate Tax Strategies
Forward-thinking families comprehend the intricacies of an ever-changing tax framework. They collaborate with Clearwater Capital Family Office to strategically position the assets of their family enterprise with tax efficiency and flexibility.
Income & Estate Tax Strategies
Consolidated Reporting & Technology
Complex families prioritize cybersecurity for their personal and confidential data. Through our technology platforms, our families experience a centralized, real-time view of their total balance sheet, coupled with robust security, customization, and analytical tools across their financial ecosystem.
Consolidated Reporting & Technology
Strategic Risk Management
Vigilant wealthy families recognize the multiplicity of risks to their family enterprise. Clearwater Capital's diligence in continuous risk assessments informs which risks to take, avoid, mitgate, or transfer.
Strategic Risk Management
Fiduciary Trust Services
Proactive families understand the importance of enlisting qualified trustees to ensure the accurate execution of legal trust administration and fulfillment of grantor intent. Clearwater Capital guides them through the intricacies of trust administration, safeguarding and expanding their assets for present and future generations.
Fiduciary Trust Services
Family & Business Governance
Entrepreneurial families recognize the complexities of balancing business and family priorities. Clearwater Capital guides clients through governance disciplines, supporting effective decision-making and fostering long-term continuity for both.
Family & Business Governance
M&A Advisory
Services
Our clients recognize the significance of buying, selling, or merging a family business. Clearwater Capital provides strategic guidance and collaboration with professionals to achieve fulfilling outcomes aligned with your planned objectives.
M&A Advisory
Services
Strategic Philanthropy & Administration
Generous families understand that wealth can only be directed to three destinations: family, philanthropy, and taxes. By strategically prioritizing family goals and supporting meaningful organizations while minimizing tax burdens, they create a lasting impact that cements their legacy.
Strategic Philanthropy & Administration
Lifestyle
Management
Thriving families recognize what their time is worth. Our clients leverage our team to accomplish various administrative task such as family personal bookkeeping, bill pay, and administrative services.
Lifestyle
Management
Cash Management & Lending
Successful families often require access to various sources of liquidity. Clearwater Capital facilitates the strategic management of cash flows, provides access to collateralized lines of credit, and collaborates directly with your banking relationships.
Cash Management & Lending
you deserve a family office
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“At the heart of our collaboration lies a deep understanding of your family’s wealth journey. Our family office solutions offer seamless coordination, thoughtfully tailored to your family’s distinct needs and delivered discreetly and efficiently.”

John W. Sleeting
Managing Partner- Family Office Services

Connect Today

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