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. The document details the relationship team, client profile, and investment activities. Deutsche Bank holds over $80 million in assets under management for the Wanek family, with additional banking relationships at Goldman Sachs and TD Ameritrade.
documents/vol00010-efta01369996-pdf.pdf
{"title":"2018 Account Planning for Third Lake Capital","key_people":["Ronald Wanek","Stewart Oldfield","Andrew King","Paul Bartilucci","Matt Glassman","Laura Farischon","Ken Jones","Paul Watson","Robert Forsythe","Todd Wanek"],"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"],"reference_numbers":["00000490359"]}