Entrepreneurial Legacies

By Clearwater Capital Partners

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Category: Entrepreneurship

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Episodes: 45

Description

Welcome to Entrepreneurial Legacies, brought to you by Clearwater Capital Partners, a multi-family office and wealth management firm dedicated to inspiring and empowering clients to live with confidence, joy, and a spirit of abundance. Dive into the principles of financial stewardship, multigenerational wealth planning, and the evolving landscape of family office advisory, offering practical insight for investors, business owners, and families seeking long-term financial clarity. The Entrepreneurial Legacies series, hosted by John Sleeting, Managing Partner of Family Office Services at Clearwater Capital Partners, takes listeners behind the scenes of entrepreneurial families and business founders. Each episode explores real-world journeys that include launching new ventures, leadership challenges, scaling for growth, liquidity events, estate strategy, investment decision-making, philanthropy, and family governance. Through candid conversations and firsthand perspectives, listeners gain valuable insight into wealth management, legacy planning, and the pivotal decisions that shape successful families and individuals as they consider what comes next in their journeys.

Episode Date
Philanthropic Legacies: Critical Planning & Intentionality with Dr. Kent Rhodes
Jun 01, 2026
Philanthropic Legacies: Integrating Your Life's Story with Caleb Breakey
May 01, 2026
Philanthropic Legacies: The Art of Giving Wisely with Jeff Wallace
Apr 01, 2026
Philanthropic Legacies: The Ascending Generation with Kate Gardner
Mar 01, 2026
Choosing Clearwater Capital by Kevin Rochford
Feb 01, 2026
Private Market Participation & Portfolio Construction with Tyler Beachler
Jan 01, 2026
Family Governance: The Psychology of Inter-Generational Wealth with Gary Shunk
Dec 01, 2025
Family Governance: The Williams Group Bridging Generations with Amy Castoro
Nov 01, 2025
Family Governance: How Families Thrive Across Generations with Kirby Rosplock
Oct 02, 2025
Crypto Decoded: DeFi, Tokens & Beyond with Hunter Sims
Sep 01, 2025
M&A An Investment Banker's Perspective with Chris Geyer
Aug 01, 2025
Clearwater's 5th Annual Charity Supercar Show
Jul 22, 2025
M&A and Who We Become in the Process with Jeff Haanen
Jul 01, 2025
M&A From the Boardroom with Kip Pendleton
Jun 01, 2025
M&A From Vision to Exit with Garry Krum
May 19, 2025
M&A and the Art of the Roll-Up with Joe Kuchta
May 01, 2025
Beyond the Listing with Anna Fiascone and Natalie Ryan
Apr 01, 2025
Bidding Big and Thinking Bigger with Tim Lynn
Mar 01, 2025
Clearwater Capital Partners: Reflecting on Growth, Values, and the Road Ahead
Feb 01, 2025
Reflecting on 24 Episodes to Ignite Your 2025 with Katie Berganske-Frank
Jan 01, 2025
Wealth, Legacy, and Giving with Valerie Hogan
Dec 02, 2024
The Power of Purpose with Melissa Whitaker
Nov 01, 2024
Corporate to Family Business CEO with Jae Haas
Oct 01, 2024
From CFO to CEO with David Saporta
Sep 01, 2024
Non-Family CEO in a Family Business with Terry Graber
Aug 02, 2024
4th Annual Charity Supercar Show- Community Impact & Support
Jul 11, 2024
Family Office Services & The Family Wealth Alliance Story with Thomas Livergood
Jul 01, 2024
Crafting Tequila, Building Legacy with Lizzy Lopez
Jun 03, 2024
Passion Assets with Sameer Naseeruddin and James Chapman
May 01, 2024
Stewardship of a Saved Life with Jeff Miller
Apr 01, 2024
"Currency of Legacy" with Garrett Sweigert
Mar 01, 2024
Strategic Entrepreneurial Planning with Jeff DeHaan and Kevin Nolte
Feb 01, 2024
3rd Generation of Risk Management with Dave Meyer
Jan 02, 2024
31 Gospel Patrons with John Rinehart
Dec 15, 2023
The Power of Storytelling with Tricia Osolin
Dec 01, 2023
Problem Solving & Intentionality with The Binning's
Nov 03, 2023
Philanthropic Strategies with Heather Larson
Sep 20, 2023
Entrepreneurial Lifecycle Investing with Tyler Beachler
Sep 01, 2023
Private Equity with Jim Kandilas
Aug 16, 2023
The Journey with John and Stacey Pitzaferro
Aug 01, 2023
Navigating Legacy as 5th Generation with Joe Pringle
Jul 15, 2023
Empowering Youth, Driving Innovations with Terrance Wallace
Jul 01, 2023
Interdependence with Kenny Cox
Jun 20, 2023
John Chapman's Inspirational Path
Jun 01, 2023
Introduction to Entrepreneurial Legacies
Jun 01, 2023