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 includes details about the relationship team, client profile, and the banking relationship with Deutsche Bank. The family office manages over $80 million in assets with Deutsche Bank and has additional banking relationships with Goldman Sachs and TD Ameritrade. Key contacts include Ken Jones (CEO), Paul Watson (CIO), and Robert Forsythe (VP Investments).
doj/DataSet10/EFTA01386072.pdf
{"title":"2018 Account Planning for Third Lake Capital","key_people":["Ronald Wanek","Stewart Oldfield","Paul Morris","Ken Jones","Paul Watson","Robert Forsythe","Ron Wanek","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"]}