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

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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

Institutional Advisory Services

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

Our Institutional Advisory clients are visionary leaders who understand that sustainable success does not happen by chance. They value a partner who shares their dedication to achieving strategic objectives through collaborative relationships built on trust, transparency, and open communication.

For organizations, time is both scarce and invaluable. Advance mission-critical objectives by leveraging a powerful partner to unlock opportunities and enhance stakeholder outcomes.

Services

Elevate your organization with our innovative solutions, overcoming both long-standing obstacles and current challenges.

Qualified and Non Qualified Retirement Plan Services
Partner with a team of accredited retirement plan specialists who lead a fiduciary approach to the design, governance, and management of corporate retirement plans.
Qualified and Non Qualified Retirement Plan Services
Plan Governance Consulting & Fiduciary Assessments
Turning potential liabilities into opportunities through a comprehensive plan review enabling businesses to enhance their practices and mitigate risks.
Plan Governance Consulting & Fiduciary Assessments
Foundations & Endowments
Supporting organizations that drive change, Clearwater Capital guides you in the development of policy and the management of a robust investment strategy to propel your mission forward.
Foundations & Endowments
Employee Benefit Programs
Prioritize your company's most valuable asset—your employees. Clearwater Capital provides a comprehensive suite of capabilities aimed at optimizing your benefit offerings to attract and retain top talent.
Employee Benefit Programs
Employee Education & Financial Wellness
Resources your employees need to pursue their financial goals and achieve financial wellness.
Employee Education & Financial Wellness
Equity Incentive Strategies
Designing equity compensation plans that help you create an ownership culture.
Equity Incentive Strategies
Executive Wealth Services
Access to a Partner-led team, providing an exclusive wealth management platform tailored to your executives and senior leaders.
Executive Wealth Services
Business Succession Planning
Securing the future of your business through customized strategies for smooth transitions in leadership and ownership.
Business Succession Planning
Corporate Cash Management
Providing expertise in liquidity management strategies, helping companies maintain financial stability to achieve their business objectives.
Corporate Cash Management
Family Office Solutions
Access a la carte solutions for your Family Office including investment management, technology, and administration.
Family Office Solutions
Qualified and Non Qualified Retirement Plan Services
Partner with a team of accredited retirement plan specialists who lead a fiduciary approach to the design, governance, and management of corporate retirement plans.
Qualified and Non Qualified Retirement Plan Services
Plan Governance Consulting & Fiduciary Assessments
Turning potential liabilities into opportunities through a comprehensive plan review enabling businesses to enhance their practices and mitigate risks.
Plan Governance Consulting & Fiduciary Assessments
Foundations & Endowments
Supporting organizations that drive change, Clearwater Capital guides you in the development of policy and the management of a robust investment strategy to propel your mission forward.
Foundations & Endowments
Employee Benefit Programs
Prioritize your company's most valuable asset—your employees. Clearwater Capital provides a comprehensive suite of capabilities aimed at optimizing your benefit offerings to attract and retain top talent.
Employee Benefit Programs
Employee Education & Financial Wellness
Resources your employees need to pursue their financial goals and achieve financial wellness.
Employee Education & Financial Wellness
Equity Incentive Strategies
Designing equity compensation plans that help you create an ownership culture.
Equity Incentive Strategies
Executive Wealth Services
Access to a Partner-led team, providing an exclusive wealth management platform tailored to your executives and senior leaders.
Executive Wealth Services
Business Succession Planning
Securing the future of your business through customized strategies for smooth transitions in leadership and ownership.
Business Succession Planning
Corporate Cash Management
Providing expertise in liquidity management strategies, helping companies maintain financial stability to achieve their business objectives.
Corporate Cash Management
Family Office Solutions
Access a la carte solutions for your Family Office including investment management, technology, and administration.
Family Office Solutions
Discover the power of a true fiduciary
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“We know your organization’s mission is paramount. With the right
partner, decisions are streamlined, outcomes are elevated, and
you are free to focus on what you do best.”

Karie M. OConnor, CIMA®, CPFA®, AIFA®, QKA®
Director- Institutional Advisory Services

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