EFTA01182363.pdf

From: Jeff Brodsky To: jeffrey E. <[email protected]> Subject: RE: Follow-up Date: Fri, 06 May 2016 15:25:13 +0000 Inline-Images: image001.gif Jeff, I just tried to reach you on your phone, but it did not go to voicemail so I couldn't leave a message. I spoke with my team this morning and we're in the process of pulling together some reports to send to you next week. The additional insight you shared on your second email this morning is helpful. If you'd still like to talk today please call me. Otherwise, I'll be back in touch next week. Best regards, Jeff Jeff Brodsky I Private Client Services Ernst & Young LLP EY 155 N. Wacker Dr.. Chicago. IL 60606 Office: I Cori. Fax: Othor:11111111 Marilyn Mornss I Phone:1111111111111111 From: Jeffrey E. [mailto:[email protected]] Sent: Friday, May 06, 2016 5:21 AM To: Jeff Brodsky Subject: Re: Follow-up multi home reporting , perosnal ex art collection mgmt +2 billion.. toys boats planes heli etc. . cash flow reporting ? . multi entity ,4 chldren complex trust and estate reporting? calculation of taxes on death ? etc On Thu, May 5, 2016 at 10:39 PM, Jeff Brodsky < > wrote: Jeff, Nice talking with you yesterday. We're pulling together some sample reports which I expect to send to you next week. However, as we discussed, for our large family office clients there are no "standard reports". Rather, it often depends on the audience (i.e., CIO vs CEO vs family member) and the desired information. We'd welcome the opportunity to meet with you to discuss in more detail the goals and objectives for the desired reporting. That would provide the best opportunity for us to demonstrate our ability to provide the needed reporting. We're happy to come to your offices for such a meeting. Best regards, Jeff Jeff Brodsky I Private Client Services Ernst & Young LLP EY 155 N. Wacker Dr.. Chicago. IL 60606 Office: I Cell: Fax: I Other: 1111111 Marilyn Mornss I Phone: EFTA01182363 Any tax advice in this e-mail should be considered in the context of the tax services we are providing to you. Preliminary tax advice should not be relied upon and may be insufficient for penalty protection. The information contained in this message may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. 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If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved Any tax advice in this e-mail should be considered in the context of the tax services we are providing to you. Preliminary tax advice should not be relied upon and may be insufficient for penalty protection. The information contained in this message may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Notice required by law: This e-mail may constitute an advertisement or solicitation under U.S. law, if its primary purpose is to advertise or promote a commercial product or service. You may choose not to receive advertising and promotional messages from Ernst & Young LLP (except for EY Client Portal and the ey.com website, which track e-mail preferences through a separate process) at this e-mail address by forwarding this message to no- [email protected]. If you do so, the sender of this message will be notified promptly. Our principal postal address is 5 Times Square, New York, NY 10036. Thank you. Ernst & Young LLP EFTA01182364