EFTA Document EFTA01386073

Opportunities and Challenges Third Lake is a relatively new family office and our relationship has grown steadily as they have grown. The family office initially focused on making direct private investments, but that has changed and they are focused on building a more diversified portfolio with more external management The family has started to increase the annual distributions they take from Ashley, so their investing has ramped up. They have focused on a lot of real estate and structured