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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Kevin G. Carani, CRPS®

Director, Retirement Plan 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

2022 Strategy Symposiums

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Kansas City - Union Station

Wednesday, June 29, 2022

8:30 AM to 10:00 AM Breakfast Meeting

EVENT CLOSED

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Harper College

Saturday, May 14th

8:00am – 10:00am – Breakfast Meeting

EVENT CLOSED

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Boulder Ridge Country Club

Wednesday, May 18th

8:00am – 10:00am – Breakfast Meeting

EVENT CLOSED

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Elgin Country Club

Tuesday, May 24th

8:00am – 10:00am – Breakfast Meeting

EVENT CLOSED

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Medinah Country Club

Thursday, May 26th

8:00am – 10:00am – Breakfast Meeting

EVENT CLOSED