John E. Chapman
Chief Executive Officer
Hoffman Estates, IL – Clearwater Capital Partners is pleased to share that John Sleeting, Managing Partner of our Family Office Services, recently served as a panelist at The Family Wealth Alliance’s 2025 Executive Summit, The Balancing Act. This exclusive, members-only C-suite leadership retreat recently took place at the Rancho Bernardo Inn in San Diego, CA.
The Summit explored the critical tensions family office leaders face, including balancing customization with scalability, structuring ownership and compensation, and optimizing outsourcing and partnerships. Through thought-provoking discussions and expert-led sessions, attendees gained insights to help them navigate these challenges with confidence.
John Sleeting contributed to the panel discussion Scaling the Unscalable, a deep dive into the delicate balance between delivering bespoke client experiences and achieving operational scale.
“With the evolving needs of ultra-high-net-worth families, firms must find ways to maintain exceptional service while scaling effectively,” said Sleeting. “It was an honor to engage with industry peers and share insights on innovative solutions.”
At Clearwater Capital Partners, we recognize that no two families are alike. Our Family Office Services are designed to adapt to complexity, support generational transitions, and align wealth strategies with each family’s long-term vision and values. We remain focused on fostering clarity, instilling confidence, and building continuity for those we serve.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, Independent Registered Investment Advisor (RIA). The firm provides Multi-Family Office and comprehensive wealth management services to successful individuals and families. The firm’s Retirement Plan Solutions group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA-governed retirement plans.
About Family Wealth Alliance
The Family Wealth Alliance connects the multifamily wealth community. It is the only organization focused exclusively on supporting multifamily wealth firms, including multifamily offices, external CIOs, high-end wealth management firms, trust companies, and the family office practices of private banks and law and accounting firms. Since 2003, the ideas brought forth by the Alliance have touched all aspects of the family wealth industry and made a positive difference in the businesses of hundreds of firms.
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