[GRADE A2 — 2018 Account Planning document]
"Third Lake Capital (TLC) is a single family office that exclusively manages the capital of the family of Ronald Wanek (Forbes 400 family), founder of Ashley Furniture."
"This relationship was brought to Deutsche Bank by former banker Paul Morris in October 2014 and managed by Stewart Oldfield thereafter."
Family net worth estimated at $10 billion. DB currently holds over $80 million in AUMs.
WHY THIS MATTERS: Confirms Oldfield inherited major relationships from Morris beyond Epstein. Third Lake Capital/Wanek = $10bn family, $80M+ AUM at DB. Shows Oldfield managed the transition not just of problematic accounts but of Morris's entire high-value client book. Morris brought it in October 2014, Oldfield took over management.