This document outlines the account planning for Third Lake Capital (TLC), a single family office managing the capital of Ronald Wanek's family, founder of Ashley Furniture. The document details the relationship management team, client profile, and investment focus of TLC. It highlights the opportunities and challenges in managing the relationship, including the family's investment strategies and risk preferences.
doj/DataSet10/EFTA01433478.pdf
{"title":"2018 Account Planning - 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":"correspondence","key_locations":["Arcadia, WI"],"document_subtype":"account planning document","key_organizations":["Third Lake Capital","Ashley Furniture","Deutsche Bank","Goldman Sachs","TD Ameritrade"],"reference_numbers":["EFTA01433478","EFTA01433479","EFTA01433480"]}