Entrepreneurial Legacies

Clearwater Capital Partners
  • 5.0 (6)
  • ENTREPRENEURSHIP
  • UPDATED MONTHLY

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.

  1. 2D AGO

    Philanthropic Legacies: The Ascending Generation with Kate Gardner

    In 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 the journey that followed. Kate opens up about navigating sudden wealth syndrome and with it, the emotional challenges, questions of identity, and the responsibilities that come with stewardship. Together, John and Kate explore the opportunities and pitfalls of inherited wealth, how families can approach legacy with intention, and why open communication is more important than most realize. They also discuss the role of faith, the impact of philanthropy, and how giving helped Kate find purpose and clarity in her own life. This conversation offers practical insights for families navigating generational wealth, while also providing a thoughtful reflection on what it truly means to steward resources responsibly. If you're interested in legacy planning, wealth stewardship, or the human side of financial conversations, this episode offers real-world wisdom and meaningful perspective. Title Referenced in this Episode: https://medium.com/@generosity_ny/biblical-framework-for-tithing-241ae887edfb   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. Kate Gardner is not a client of Clearwater Capital Partners. No compensation was provided to Ms. Gardner in exchange for her participation or comments. Ms. Gardner has no other material conflict of interest relating to her relationship with Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

    1h 18m

  2. FEB 1

    Choosing Clearwater Capital by Kevin Rochford

    In this episode of Entrepreneurial Legacies, John Sleeting sits down with Kevin Rochford for a thoughtful discussion on modern wealth management, legacy planning, and the evolving nature of client relationships. Drawing on decades of experience across global markets, family advisory work, and military service, Kevin shares how those experiences shaped a disciplined, values-driven approach to serving families.   John and Kevin explore the industry's shift away from large institutional models toward more personalized, relationship-focused advice, and why trust, access, and long-term alignment are central to effective wealth management today. Kevin also shares what led him to Clearwater Capital Partners, citing the firm's collaborative culture, nimble structure, and unwavering commitment to putting clients first.   Throughout the conversation, the focus extends beyond performance to the role wealth plays in leadership, values, and legacy. This episode underscores the importance of thoughtful planning, clear perspective, and building strategies designed to support what matters most to families over time.   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 and Kevin Rochford are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. John Sleeting sits on the Advisory Board for the Family Wealth Alliance (FWA). Clearwater Capital Partners is a member of the Family Wealth Alliance (FWA).

    1h 13m

  3. JAN 1

    Private Market Participation & Portfolio Construction with Tyler Beachler

    In this episode of Clear Conversations, John Sleeting sits down with Tyler Beachler, Deputy Chief Investment Strategist at Clearwater Capital, for a clear, practical introduction to the world of private markets. Building on earlier conversations about the entrepreneurial life cycle, they explore how business owners navigate the startup, growth, and maturity phases and the legal, tax, and financial planning considerations that matter most at each stage. John and Tyler also unpack how private market investing differs from the public markets many investors know well, and why success in this space often demands a more personalized approach. Tyler offers an inside look at what it truly takes to evaluate private market opportunities, from identifying top-tier managers to understanding the operational groundwork behind every investment. He walks listeners through Clearwater's private markets platform and the rigorous due diligence process that informs each decision. The conversation also touches on the growing movement to democratize private markets, the new risks that come with expanded access, and how strategies like secondary investments and co-investments are reshaping capital allocation. Throughout the episode, John and Tyler reinforce one core message. A thoughtful, tailored investment strategy built around long-term client goals matters far more than chasing the latest market trend.   Disclosures: 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. A Qualified Purchaser is a specific designation under U.S. securities laws, defined in Section 2(a)(51) of the Investment Company Act of 1940 and is more stringent than that of an accredited investor. This status is intended to identify individuals or entities with sufficient wealth or investment sophistication to participate in certain high-risk or complex investment opportunities, such as private investments and hedge funds that rely on exemptions from registration under the Investment Company Act and otherwise unavailable to the general public. Qualified Purchasers are individuals or family-owned companies having $5 million or more in investments, such as stocks, bonds, and other securities, not including a primary residence. The Global Family Office Report can be found through UBS. Clearwater Capital Partners is not affiliated with UBS. John Sleeting and Tyler Beachler are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. John Sleeting sits on the Advisory Board for the Family Wealth Alliance (FWA). Clearwater Capital Partners is a member of the Family Wealth Alliance (FWA).

    1h 20m

  4. 12/01/2025

    Family Governance: The Psychology of Inter-Generational Wealth with Gary Shunk

    In 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 connections between money, family, and identity. The conversation delves into what occurs when families experience significant wealth transitions and highlights the importance of communication and connection in navigating these changes.   Gary shares insights gained from decades of experience working with families facing complex dynamics around inheritance and legacy. He and John emphasize that family meetings, open dialogue, and shared values can help prevent conflicts and strengthen relationships. They also explore how families can redefine success beyond mere financial wealth, focusing instead on purpose, relationships, and lasting impact.   This episode provides a profound and honest examination of the human aspects of wealth, addressing what it takes to keep families grounded, united, and thriving across generations.   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. Gary Shunk is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Shunk in exchange for his participation or comments. Mr. Shunk has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

    1h 17m

  5. 11/01/2025

    Family Governance: The Williams Group Bridging Generations with Amy Castoro

    In 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 prepare families for a successful wealth transition. Amy shares insights from her years of experience working with ultra-high-net-worth families, highlighting the emotional and relational aspects of legacy planning. Together, she and John delve into the deeper dimensions of family wealth, trust, communication, and personal growth, illustrating how these elements contribute to a family's long-term success beyond financial strategy alone.   The conversation introduces the concept of the "wisdom economy," where wisdom—not just knowledge—becomes essential for guiding families in an era increasingly driven by AI and rapid change. Amy outlines The Williams Group's five-step process for navigating wealth transitions, stressing that lasting success begins with strong relationships and shared purpose. Through compelling stories and practical advice, this episode provides families and advisors with a roadmap for fostering unity, enhancing understanding, and passing on more than just money; it emphasizes the importance of preserving meaning, values, and connection across generations.   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. Amy Castoro is not a client of Clearwater Capital Partners. No compensation was provided to Mrs. Castoro in exchange for her participation or comments. Mrs. Castoro has no other material conflict of interest relating to her relationship with Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mark Phillips, Roy Williams, Kirby Rosplock, and Tom Livergood are not clients of Clearwater Capital Partners. The Williams Group, 11 Tribes Ventures, Bridging Generations, written by Roy Williams and Amy Castoro, and the Next Gen Leaders Institute are not affiliated with Clearwater Capital Partners. Clearwater Capital Partners is a member firm of the Family Wealth Alliance. John Sleeting is on the Advisory Board for the Family Wealth Alliance.

    1h 14m

  6. 10/02/2025

    Family Governance: How Families Thrive Across Generations with Kirby Rosplock

    What 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 Tamarind Partners and Tamarind Learning, to unpack the complexities of managing wealth across generations. Born into a complex and enterprising fourth-generation family, heirs to the legacy of Babcock Lumber Company, Kirby brings lived experience as an inheritor, board member, fiduciary, and operator. Her family's historic stewardship includes preserving over 73,000 acres of Babcock Ranch, the largest single land preservation agreement in Florida's history. That background fuels her mission today: helping families not just preserve their wealth but steward it with purpose. A recognized innovator, educator, and trusted advisor, Kirby founded Tamarind Partners in 2014, a consultancy that has been honored as Best Family Office Management Consultancy and Best Family Wealth Counseling by the Family Wealth Report. In 2020, she launched Tamarind Learning, an award-winning online platform designed to close one of the most overlooked gaps in family wealth: education. Tamarind Learning equips beneficiaries, future stewards, and advisors with practical, hands-on knowledge across both the technical and human dimensions of legacy management, empowering families to understand, engage with, and help preserve their wealth across generations. Throughout her career, including more than a decade as head of R&D at a prominent multi-family office, Kirby has become a globally sought-after speaker, author, and thought leader in the family wealth and governance space. Her insights have been featured in Tharawat Magazine, Family Business Magazine, and across leading industry platforms. She also serves as Dean of Family Office at the Purposeful Planning Institute and on faculty at the Family Office Real Estate Institute. In this conversation, Kirby shares practical tools and hard-earned wisdom: from family councils and constitutions to philanthropy and tailored education. She emphasizes the importance of intentionality, adaptability, and participation in strengthening not just assets, but relationships. It's a deep dive into what it means to steward wealth with purpose and how modern families can shape legacies that endure. 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. Dr. Rosplock is not a client of Clearwater Capital Partners. No compensation was provided to Dr. Rosplock in exchange for her participation or comments. Dr. Rosplock has no other material conflict of interest relating to her relationship with Clearwater Capital Partners.

    1h 9m

  7. 09/01/2025

    Crypto Decoded: DeFi, Tokens & Beyond with Hunter Sims

    In 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 of Cambridge Judge Business School. Hunter works at the forefront of financial innovation, focusing on how digital assets, policy, and regulation intersect to shape the future of global finance. At CCAF, he collaborates with policymakers, industry leaders, and academics to advance research that informs evidence-based regulation and drives the sustainable development of new financial systems. Together, John and Hunter explore the rapid evolution of the financial industry in the era of blockchain and decentralized finance. From the fundamentals of the digital-asset ecosystem to the roles of Bitcoin, Ethereum, tokenization, and stablecoins, their conversation unpacks how technology is transforming money and markets. They also examine the challenges of regulation, the uncertainty around (or surrounding) global adoption, and what these shifts could mean for businesses navigating this fast-changing space. Packed with insights on FinTech, open banking, and DeFi, this episode highlights how innovation, research, and policy are converging to create new opportunities in the global financial system. 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 and Hunter Sims are employees of Clearwater Capital Partners. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

    1h 25m

  8. 08/01/2025

    M&A An Investment Banker's Perspective with Chris Geyer

    In 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 & acquisitions (M&A). Chris shares his professional journey, from his early days in the industry to his current role, and how those experiences have shaped his thoughtful, relationship-driven approach to deals today. He emphasizes the value of strategic planning, trust-building, and preparation in driving successful outcomes.   Together, Chris and John walk through the key steps of selling a business, including preparing confidential materials, determining valuation, managing buyer interest, and collaborating closely with legal and financial advisors. Chris highlights the importance of doing your homework: quality of earnings reports, well-organized data rooms, and readiness for due diligence are all essential. They also explore how to identify the right buyers and assemble the right team to lead the process.   Whether you are considering selling your company or want a clearer look at how M&A works behind the scenes, this episode offers practical insights and advice from someone who has been in the trenches.   Episode Overview: This episode explores investment banking, M&A, succession planning, and considerations for a successful business exit.   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.   Mr. Geyer is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Geyer in exchange for his participation or comments. Mr. Geyer has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.

    1h 23m
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Ratings & Reviews

5
out of 5
6 Ratings

About

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.

Information

  • Creator
    Clearwater Capital Partners
  • Years Active
    2023 - 2026
  • Episodes
    42
  • Rating
    Clean
  • Copyright
    © 2023
  • Show Website
    Entrepreneurial Legacies