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John W. Sleeting

Managing Partner – Family Office Services

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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

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John W. Sleeting

Managing Partner – Family Office Services

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“Financial Empowerment through Good Stewardship is found at
the intersection of Character & Competency. We engage
clients to bring clarity to financial resource and legacy decision-making.”

John W. Sleeting

Focus Clients

Ultra High Net Worth Individuals & Families

Specializing In

Entrepreneurial Planning & Execution,
Estate, Investment, Tax, and Philanthropic Goal Integration,
Intergenerational Wealth Management.

Professional Biography

John W. Sleeting is an Executive Partner at Clearwater Capital Partners (CCP) and Managing Partner of the 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).

Representative Work

These statements are not intended to represent the results or experiences of all clients. Every client’s circumstances, needs, and outcomes are unique, and no guarantee is made that similar results will be achieved in any particular case. Individual outcomes are influenced by a variety of factors, and prior results do not guarantee future performance.

Planned for and executed integration of multiple 9-figure liquidity events into family estate, tax, philanthropic and investment strategies.

Chair Board for Family Holding Company integrating Family’s Direct Investments in Operating Companies and Industrial Real Estate into estate, tax, charitable and investment framework and implementation to achieve family objectives.

Restructured estate risk management approach resulting in preservation of 8-figures of wealth for subsequent generations in lieu of taxes.

Academic Studies

University of Maryland, Master of Business Administration (MBA)
United States Coast Guard Academy, Bachelor of Science (B.S.)
Yale University, Endowment Institute
Pepperdine University, Financial Management for the Family Office

GE Executive Management, Development Course
GE Advanced Financial Management, Course for Growth, Analysis, Risk and Acquisitions
GE Advanced Leadership, Facilitation & Coaching
GE Six Sigma, Master Black Belt
Certified Estate & Trust Specialist,
Accredited Wealth Management Advisor,
Accredited Investment Fiduciary

Recognitions

GE Capital – Business Growth Leadership Award (2008)
GE Capital – Financial Management Program Leadership Award (2008)
GE Marketing Leadership – “Rock Star” List … top 1% of Marketers across GE (2008)
Professional Pricing Society – “Award of Excellence” for Excellence in Organization and Effectiveness (2003)
Motorola Personal Communications Sector – Global Finance Leadership Award (2002)
GE Capital – Pinnacle Club (1998, 2000)
U.S. Coast Guard – Commendation, Achievement and Team Commendation Medals, and Letter of Commendation

“John Sleeting has been an invaluable asset to our family’s holding company as Chair of the Board for over nine years. His leadership, expertise, and care have guided us through numerous challenges with unwavering support and insight.”

Ken C. is a client of Clearwater Capital Partners. No compensation was provided to Ken C. in exchange for his testimonial. In addition to their advisory relationship, Mr. Sleeting also provides services for Ken C. as the Chair of the Board of Directors of Ken C.’s business.”

- Ken C.

Affiliations & Service

Family Holding Company – Board Chair
Clearwater Capital Partners – Board Vice-Chair
Clearwater Capital Foundation – Board Member
Private Grant-making Foundations – Board Member (2 families)
Private Operating Charity – Board Member

National Christian Foundation – Former Advisory Board Chair Greater Chicago & Governance Board Member
Church – Board Member, Former Corporate Secretary
Community College Foundation – Former Board Member & Treasurer
Private School (K-12)
U.S. Congressman Military – Nominating Selection Committee

Clear Conversations - Entrepreneurial Legacies

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Clearwater Capital Partners: Reflecting on Growth, Values, and the Road Ahead

In this episode of Clear Conversations: Entrepreneurial Legacies, host John Sleeting welcomes back John Chapman, Founder, and CEO of Clearwater Capital Partners, to discuss the firm’s evolution and future vision. Chapman shares insights on Clearwater Capital’s strategic growth, operational advancements, and unwavering commitment to excellence in wealth management.

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Reflecting on 24 Episodes to Ignite Your 2025

As we welcome 2025, this special episode of Clear Conversations – Entrepreneurial Legacies offers a moment to reflect and refocus. Host John Sleeting is joined by Katie Berganske-Frank, Chief Revenue Officer at Clearwater Capital Partners and one of the primary forces behind the podcast’s initial alignment and execution.

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Valerie Hogan on Wealth, Legacy, and Giving

In this episode of Entrepreneurial Legacies, John Sleeting sits down with Valerie Hogan, J.D., CFP ®, a wealth advisor in the Family Office practice at Clearwater Capital Partners and a professional with a truly diverse background. Valerie’s journey spans from aspiring science student to practicing attorney and philanthropic advocate, culminating in her impactful work in wealth management.

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Media

Explore the industry spotlight features with John W. Sleeting.

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31 Gospel Patrons

In the companion book to Gospel Patrons, author John Rinehart interviews 31 modern-day patrons from various professions, exploring their wisdom and insights through ten impactful questions. Among the featured individuals is John Sleeting, who shares his perspective on faith, wealth, and living a purpose-driven life.

Disclosure:
No compensation was exchanged between Mr. Rinehart or John Sleeting for the interview/contributions to GospelPatrons.org and 31 Gospel Patrons book. John Rinehart and Gospel Patrons has no other material conflict of interest relating to the relationship with Clearwater Capital Partners. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by contributors/participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.


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Geeks of the Valley

John W. Sleeting, Executive Partner at Clearwater Capital Partners, was a featured guest on the acclaimed Geeks of the Valley podcast. Known for connecting with leading minds across industries, the podcast examines cutting-edge trends and their global economic impact.


In this episode, Sleeting speaks to the complex dynamics faced by entrepreneurial families, discussing critical topics such as family governance, pre-liquidity event planning, and intergenerational wealth transfer. Drawing from over 30 years of expertise, Sleeting offers actionable insights designed to help families preserve and grow their legacies for future generations.


Listeners can tune in to this episode on Apple Podcasts and Spotify.

Disclosure
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.

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Clearwater Capital Webinar

Introducing the Clearwater Capital Private Market Alternative Investment Platform

The Clearwater Capital Private Alternative Investment Platform is being made available to Qualified Purchasers (as defined by the Securities and Exchange Commission (SEC) as having at least $5 Million of investable assets). Clearwater Capital’s customized exclusive platform provides access to a diverse set of top-tier private managers and hedge funds with added access to direct co-investment opportunities.

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Family Office Magazine

John Sleeting Featured in Family Office Magazine

Clearwater Capital Partners’ Managing Partner John W. Sleeting was featured in Family Office Magazine, writing on, “Evolution of the U.S. Multi-Family Office.” To read more about John’s feature, head to pages 31 & 32

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Family Wealth Alliance

Interview - Family Alliance Talks

John Sleeting, Katie Berganske and James Chapman of Clearwater Capital Partners join this episode of Alliance Talks to discuss how they utilized the Alliance Voice of the Client Survey. Hear about insights gained from the survey and how their firm is applying feedback from their clients.

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.

All opinions expressed by participants are solely their own opinions and do not reflect the opinion of Clearwater Capital Partners. John Sleeting and Clearwater Capital Partners were not compensated to participate on the Love Local Chicagoland podcast.

John Sleeting and Clearwater Capital Partners are not affiliated with podcast sponsor, Royal Family Real Estate, nor was compensation given or provided to the podcast sponsor.

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Love Local Chicagoland

The Power of Intentionality: John Sleeting on Wealth, Philanthropy & Leadership

John W. Sleeting, Executive Partner at Clearwater Capital Partners, was a featured guest on the Love Local Chicagoland podcast. In this insightful episode, John shares his life’s journey from serving in the U.S. Coast Guard to becoming an influential figure in wealth management. The conversation delves deep into his passion for storytelling and his unique approach to wealth management, aiming to amplify the voices of entrepreneurs and thought leaders.

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.

All opinions expressed by participants are solely their own opinions and do not reflect the opinion of Clearwater Capital Partners. John Sleeting and Clearwater Capital Partners were not compensated to participate on the Love Local Chicagoland podcast.

John Sleeting and Clearwater Capital Partners are not affiliated with podcast sponsor, Royal Family Real Estate, nor was compensation given or provided to the podcast sponsor.

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“Under John’s leadership, the CCP team’s dedication and strategic relationships have propelled us toward success. They have become trusted partners in safeguarding and advancing our family’s legacy, and we are deeply grateful for their ongoing support and commitment.”

- Kenny & Kim

Ken & Kim C. are clients of Clearwater Capital Partners. No compensation was provided to Ken or Kim C. in exchange for their testimonial. In addition to their advisory relationship, Mr. Sleeting also provides services for Ken C. as the Chair of the Board of Directors of Ken C.’s business.

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