Entrepreneurial Legacies
de Clearwater Capital Partners
Cel mai nou episod
Health Management: Harper Health Concierge Care with Dr. Will Harper
Health Management: Harper Health Concierge Care with Dr. Will Harper
Despre acest podcast
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.
Episoade
Cele mai noi 20 din 50 episoade
- Health Management: Harper Health Concierge Care with Dr. Will Harper · 1 h 18 min · Sezonul 1 Episodul 49In this episode of Entrepreneurial Legacies, John Sleeting sits down with Dr. Will Harper, founder of Harper Health, to explore how concierge medicine is reshaping the patient…
- Health Management: Proactive Longevity Precision with Dr. Anand Patel · 1 h 14 min · Sezonul 1 Episodul 48In this episode of Entrepreneurial Legacies, John Sleeting sits down with Dr. Anand Patel, Founder, CEO, and practicing lead physician at LV8 Health, to explore a different way…
- Game Changers: Changing The Game from Business to Nonprofit Leadership with John Aiello · 1 h 21 min · Sezonul 1 Episodul 47In this episode of Entrepreneurial Legacies, we sit down with John Aiello for a thoughtful conversation on entrepreneurship, faith, purpose, and the lasting impact we create…
- Game Changers: Golftini's Brand Building Purpose with Susan Hess · 1 h 19 minIn this episode of Entrepreneurial Legacies, we sit down with Susan Hess, Founder and CEO of Golftini, to explore what it takes to build a business rooted in resilience, purpose…
- Game Changers: Golf, Motorsports, and Life Lessons with Joie Chitwood · 1 h 19 minEvery entrepreneurial journey is shaped by defining moments. Some come through success. Others emerge through adversity. In this episode of Entrepreneurial Legacies, we welcome…
- Philanthropic Legacies: Critical Planning & Intentionality with Dr. Kent Rhodes · 1 h 18 minIn this episode of Entrepreneurial Legacies, we sit down with Dr. Kent Rhodes for a thoughtful conversation on family enterprise, leadership, and the responsibility that comes…
- Philanthropic Legacies: Integrating Your Life's Story with Caleb Breakey · 1 h 30 min · Sezonul 1 Episodul 43In this episode of Entrepreneurial Legacies, John Sleeting sits down with Caleb Breakey of Renowned Publishing to explore the power of storytelling, purpose, and the legacy we…
- Philanthropic Legacies: The Art of Giving Wisely with Jeff Wallace · 1 h 25 minIn this episode of Entrepreneurial Legacies, we sit down with Jeff Wallace, President of the National Christian Foundation in Chicago, for a thoughtful conversation about…
- Philanthropic Legacies: The Ascending Generation with Kate Gardner · 1 h 18 minIn this episode of Entrepreneurial Legacies, John Sleeting sits down with Kate Gardner for an honest and deeply personal conversation about inheriting wealth at a young age and…
- Choosing Clearwater Capital by Kevin Rochford · 1 h 13 min · Sezonul 5 Episodul 2In this episode of Entrepreneurial Legacies, John Sleeting sits down with Kevin Rochford for a thoughtful discussion on modern wealth management, legacy planning, and the…
- Private Market Participation & Portfolio Construction with Tyler Beachler · 1 h 19 min · Sezonul 5 Episodul 1In this episode of Clear Conversations, John Sleeting sits down with Tyler Beachler, Deputy Chief Investment Strategist at Clearwater Capital, for a clear, practical introduction…
- Family Governance: The Psychology of Inter-Generational Wealth with Gary Shunk · 1 h 17 min · Sezonul 4 Episodul 12In this episode of Entrepreneurial Legacies, John Sleeting sits down with Gary Shunk from Aligned Family, a prominent voice in wealth psychology. They discuss the intricate…
- Family Governance: The Williams Group Bridging Generations with Amy Castoro · 1 h 13 min · Sezonul 4 Episodul 11In this episode of "Clear Conversations: Entrepreneurial Legacies," John Sleeting sits down with Amy Castoro, President of The Williams Group, to explore what it truly takes to…
- Family Governance: How Families Thrive Across Generations with Kirby Rosplock · 1 h 8 min · Sezonul 4 Episodul 10What does it take to build a family legacy that lasts? In this episode of Entrepreneurial Legacies, host John Sleeting sits down with Dr. Kirby Rosplock, PhD, Founder & CEO of…
- Crypto Decoded: DeFi, Tokens & Beyond with Hunter Sims · 1 h 25 min · Sezonul 4 Episodul 9In this episode of Entrepreneurial Legacies, John Sleeting sits down with Hunter Sims, Associate Director at the Cambridge Centre for Alternative Finance (CCAF) at the University…
- M&A An Investment Banker's Perspective with Chris Geyer · 1 h 22 min · Sezonul 4 Episodul 8In this episode of Entrepreneurial Legacies, John Sleeting sits down with Chris Geyer of Hennepin Partners to unpack the often-complex world of investment banking and mergers &…
- Clearwater's 5th Annual Charity Supercar Show · 2 h 15 min · Sezonul 1 Episodul 33Join host John Sleeting for a special edition of Entrepreneurial Legacies, celebrating the people, stories, and purpose behind Clearwater's 5th Annual Charity Supercar Show. In…
- M&A and Who We Become in the Process with Jeff Haanen · 1 h 17 min · Sezonul 4 Episodul 7In this episode of Clear Conversations, John Sleeting sits down with Jeff Haanen for an insightful discussion about the challenges business owners face during major transitions…
- M&A From the Boardroom with Kip Pendleton · 1 h 16 min · Sezonul 4 Episodul 6In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting is joined by Kip Pendleton, an experienced leader in agriculture and mergers and acquisitions, for…
- M&A From Vision to Exit with Garry Krum · 1 h 14 min · Sezonul 4 Episodul 6In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting interviews Garry Krum, founder and chairman of Agora Consulting. Together, they delve into the…
