DataSet-11
EFTA02691147
2 pg
Deutsche Asset
& Wealth Management
Deutsche Bank AG New York
Preferred Certificates of Deposit
In times of economic uncertainty, traditional banking products offer a predictable
rate of return. Deutsche Bank AG New York Preferred Certificates of Deposit
(Deutsche Bank AG Preferred…
DataSet-11
EFTA02691262
20 pg
…Center
EFT,1_02033033
EFTA02691262
Contents
•
— ntroduction
— Wealth Creation in China
— Family Heritage and Wealth Planning
— Objectives of Founders
■ Tsinghua University Family Heritage Center
— Vision a…
DataSet-11
EFTA02690592
1 pg
…July 6, 2011 1:20 PM
To: Jeffrey Epstein
Separate from the wealth management concept:
For your les meeting (also since he took over JPM international business =n June), the one thing that would be
interesting to explore is:
you…
DataSet-11
EFTA02364953
1 pg
…July 6, 2011 1:20 PM
To: Jeffrey Epstein
Separate from the wealth management concept:
For your les meeting (also since he took over JPM international business =n June), the one thing that would be
interesting to explore is:
you…
DataSet-11
EFTA02582668
5 pg
…2014 4:53 PM
To: [email protected]
Subject: Re: *** NEW JOINT BOOKRUN IPO *** SABRE CORPORATION (NASDAQ: SABR) *** [CJ
Classification: Confidential
understood
Tazia Smith
Director I Key Client Partners - US
DB Securities Inc
Deutsche Asset & Wealth Management
…
DataSet-11
EFTA02388717
2 pg
…May 19, 2014 8:20 PM
To: [email protected]
Subject: Protection of Assets - Private Wealth & How to Keep It
DataSet-11
EFTA02540952
1 pg
…July 6, 2011 1:20 PM
To: Jeffrey Epstein
Separate from the wealth management concept:
For your les meeting (also since he took over JPM international business =n June), the one thing that would be
interesting to explore is:
you…
DataSet-11
EFTA02584183
4 pg
…20, 2014 8:45 PM
To: [email protected]
Subject: Re: JPM tax loss harvesting? [C]
Classification: Confidential
understood
Tazia Smith
Director Key Client Partners - US
DB Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York…
DataSet-11
EFTA02619423
3 pg
…October 9, 2018 2:15 PM
To: J; Melanie Spinella
Subject: RE: Re:
I feel like transferring more wealth to the kids is not a priority at the moment. This is more about investing the kids'
wealth. The trusts would…
DataSet-11
EFTA02312620
1 pg
…March 20, 2019 11:06 PM
To: Karyna Shuliak
marc
the haze trust address is 767 third a=enue. new york new york.10021
The=banker
Deutsche Bank Trust Company Americas
Deu=sche Bank Wealth Management
345 Park Avenue, New York, N= 10154…
DataSet-11
EFTA02590820
1 pg
…jeffrey E.
Subject: Fwd: bitcoin use case for assets protection/wealth management
Begin forwarded message:
> From: Vincenzo lozzo
> Subject: bitcoin use case for assets protection/wealth management
> Date: 24 settembre 2014 10:49:29 GMT-4
>…
DataSet-11
EFTA02596155
4 pg
…E.
Sent: Thursday, November 27, 2014 6:36 PM
To: Kathy Ruemmler
Subject: Re:
no no no , it meant wealth appropriate
On Thu, Nov 27, 2014 =t 1:06 PM, Kathy Ruemmler < >
w=ote:
Hhhmmm…
DataSet-11
EFTA02347593
1 pg
From: Richard Joslin
Sent: Friday, October 17, 2014 8:40 PM
To: jeffrey E.
Subject: Bloomberg: Real-Estate Pros Fight NYC Tax on Wealthy Absentee Owners
From Bloomberg, Oct 15, 2014, 5:00:45 AM
DataSet-11
EFTA02577234
4 pg
…$0.50
Jan 57.50 —$1.24
Jan 60 - $0.90
Jan 62.50 - $0.64
source: bloomberg 10/31/13
Tazia Smith
Director I Key Client Partners - US
Deutsche Bank Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue…
DataSet-11
EFTA02340853
3 pg
…25 top, please let me know if you wish to raise your limit.
Thank you,
Vahe
Vahe Stepanian
Associate I Wealth Investment Coverage
Deutsche Bank Securities Inc.
Deutsche Asset & Wealth Management
345 Park Avenue - 26th Floor
New York, NY 10154…
DataSet-11
EFTA02576814
5 pg
…Inc.
Deutsche Asset =amp; Wealth Management
345 Park Avenue - 26th Floor
New York, NY 10154
Tel:
Mobile:
Fax:
E-mail
Jeffrey Epstein [email protected] I
Sent: 10/26/2013 12:37 PM AST
To: Tazia…
DataSet-11
EFTA02450575
1 pg
…planning-changes-coming-family-limited-partnerships/>
ht=ps://www.pnc.com/content/dam/pnc-
com/pdf/personal/Hawthorn_PNC_Family_Weal=h/GRATs%20An%20Overview.pdf
DataSet-11
EFTA02693048
15 pg
…support the philanthropic missions of the Gates Foundation and collaborating
donors with global reach and world class capabilities in investment management, individual
wealth planning, fiduciary governance
• and perpetuate the institutional framework to sustain these missions in the future
J.P…
DataSet-11
EFTA02387063
5 pg
…To: =/b>Richard Kahn
100,000 done at 81.75
Julie Minsky
Senior Registered Client Associate
Team Darrah I Merrill Lynch Wealth Management
The Park Avenue Office
200 Park Avenue I 34th Floor I New York I New York 10166
…
DataSet-11
EFTA02532892
1 pg
…22, 2010 7:18 AM
To:
Subject: Re:
new york
On Fri, Oct 22, 2010 at 1:44 AM,= wrote:
I'm working on Chinese wealth management. Need to discuss with you. Whe= can I see you …