This document outlines the account planning for Third Lake Capital, a single family office managing the capital of Ronald Wanek's family, founder of Ashley Furniture. It details the relationship management team, client profile, and investment activities. The document also mentions the banking relationships and current contacts for the family office.
doj/DataSet10/EFTA01386786.pdf
{"title":"2018 Account Planning - Third Lake Capital","key_people":["Ronald Wanek","Stewart Oldfield","Paul Morris","Ken Jones","Paul Watson","Robert Forsythe"],"document_date":"2018","document_type":"tabular","key_locations":["Arcadia, WI"],"document_subtype":"Account Planning Document","key_organizations":["Third Lake Capital","Ashley Furniture","Deutsche Bank","Goldman Sachs","TD Ameritrade"]}