DataSet-9
EFTA01186341
2 pg
…household operations, personal and professional calendars for multiple individuals,
personal finances, special events planning, and philanthropic activities for high profile individuals.
Engaged and supervised contract service providers and household staff. Approved household
expenses for payments, controlled petty c…
DataSet-9
EFTA01153650
3 pg
…book, and emergency plan(coordinate with extended family)
• Perform due-diligence around charitable and political donations, oversee within IRS guidelines
• Regular due-diligence of philanthropic organizations(board seats) and activities
• FIR lifecycle of residence staff, maintain personnel files
…
DataSet-9
EFTA01137126
5 pg
…implemented dynasty trust), and executive hiring and incentive plan designs
(coordinated CEO contract and family office stock appreciation right plan).
• Provided strategic philanthropic advisory services to family charitable foundation on domestic and global (United
Nations) matters. Advised foundation on tax…
DataSet-9
EFTA00693477
2 pg
…profit - Israel and Florida)
Developed relationships with charitable organizations in order to make recom-
mendations for future donations
Liaised with international security team to ensure appropriate non-invasive pro-
tection for philanthropic family
Investigative Project on Terrorism (think tank…
DataSet-9
EFTA01190700
6 pg
…eventually we expect that we may be able to use philanthropic support
from otherfoundations and individuals — some of whom have already steppedforward --
to bring some of the prize winners to the lab on a longer-term or even permanent basis…
DataSet-9
EFTA01093335
54 pg
…A better question to management of investment, business,
ask: Is my family's wealth—in all its financial and philanthropic and personal services
non-financial forms—being well-served by my • Privacy and confidentiality
existing wealth advisory team? …
DataSet-9
EFTA00611169
3 pg
…financial reporting, and forecasting
- Income tax planning and compliance
- Integrated philanthropic planning for individuals and foundation
— Trust administration
— Private jet administration
- Insurance needs, household employees and personal transaction supervision
• Administration and accoun…
DataSet-9
EFTA01089546
2 pg
…contractors, and suppliers
• Organized philanthropic giving and managed schedule, personal appointments and events
• Coordinated activities related to personal purchasing and related research
• Valued companies and M&A transactions using Discounted Cash Flow models and comparable companies-
and transaction an…
DataSet-9
EFTA01089543
3 pg
…contractors, and suppliers
• Organized philanthropic giving and managed schedule, personal appointments and
events
• Assisted with all administrative tasks in the daily running of the office and the
Financier's life
EFTA0108…
DataSet-9
EFTA00296013
2 pg
…accounting team on accounts payable and other household related issues.
• Implemented various tax planning strategies to minimize income and estate taxes and consistently minimized tax rates by
efficiently managing assets and timing transactions.
• Managed and administered foundations for philanthropic giving…
DataSet-9
EFTA00287241
20 pg
…process he enjoyed working directly with excavation, wood framing, and
installing drywall. Philanthropic endeavors aside, Joe is also known for his passion and talent in
sculpture and graphic arts. As a young designer, Joe enjoys his application of experimental and…
DataSet-9
EFTA00305079
2 pg
…estate and philanthropic tax plan aligned to their long term financial needs.
• Provided pre-trade tax planning for PM/trader to assist in trade development with consideration of various tax types,
jurisdictions and investment instruments through to evaluation of counterparty…
DataSet-9
EFTA01113467
4 pg
…political players, philanthropists,
celebrity and their assistants.
If you would be so kind and contact me at your next opportunity, it would be a pleasure to discuss with
you the very specific requirements of character and skill you believe is…
DataSet-9
EFTA00162630
21 pg
…as Koch's groups were previously known, rebranded
last year under the name Stand Together, which describes itself as a
philanthropic community. Brian Hooks, who chairs Stand Together and
oversees Koch's philanthropic and political operations on a day-to…
DataSet-9
EFTA00283626
6 pg
…Your
permission for disclosure of your name will allow Mount Sinai stall to contact
you about marketing or philanthropic efforts that may-be of interest to you,'
No other information about you or your medical treatment will be
disclosed — that…
DataSet-9
EFTA00670878
1 pg
…wanted you
to know.
More than likely the following persons will also be in the meeting along with Mapp and Celestino:
Randy Knight — Chief of Staff - A local businessman and philanthropist from Boston and a 40-year
resident of STT…
DataSet-9
EFTA00774471
3 pg
…MoviePhone, and a highly successful trading house. Dr. Jarecki is an active social
philanthropist working on projects with George Soros amongst others. Dr. Jarecki takes
an interest in helping young entrepreneurs and is one of our closest advisors.
Dr. Jarecki…
DataSet-9
EFTA00923330
5 pg
…Chambers, a Wall Street multimillionaire and civic philanthropist who led a two-year campaign to eradicate
malaria and is now Ban Ki-moon's Special Envoy for Malaria.
Welcome Reception for New UN and Permanent Mission Staff Members
October 13…
DataSet-9
EFTA01158339
31 pg
…pedagogical point. "In
fact, it used to be that the rich, reaching a certain point
of philanthropy, merely hoped to help make the world a
better place, now they want to change the world.
Rockefeller and Carnegie were, as examples…
DataSet-9
EFTA01200525
32 pg
…out Brooklynese. "In fact, it
used to be that the rich, reaching a certain point of
philanthropy, merely hoped to help make the world a
better place, now they want to change the world.
Rockefeller and Carnegie were, as examples…
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