📄 Extracted Text (434 words)
To: Jeffrey [email protected]]
From: Eileen Alexanderson
Sent Fri 5/30/2014 5:31:11 PM
Subject Timing
Ada has a meeting with Barry Cohen at Herrick Feinstein with a potential "Ralph Lerner alternative" for
the upcoming 1031 exchange by the 1997 Trust at 1pm and will need to leave at 12:45 to get there. I was
thinking we could begin with the firedrill review while Ada is with us and then move on to the financial
statements. Ada will not have the addl illustrations at other stock prices by Monday but would definitely
like to review assumptions she used in the drill for cash needs at death, etc. ok by you?
From: Jeffrey E. [[email protected]]
Sent: Friday, May 30, 2014 10:00 AM
To: Eileen Alexanderson
Subject: Re: for consideration
Yes
On Friday, May 30, 2014, Eileen Alexanderson < > wrote:
Heather worth pursuing?
From: jeffrey E. [mailto:[email protected]]
Sent: Friday, May 30, 2014 9:02 AM
To: Eileen Alexanderson
Subject: Re: for consideration
No but 12 would work
On Friday, May 30, 2014, Eileen Alexanderson wrote:
Good morning, Jeffrey. Ada sourced the attached. Please review in the context of the family
office "Art professional" position we have spoken about. Heather is more senior in
experience than what we might have looked for but because of her level and where she comes
from she could potentially be integrated in Leon's investing process. Her skill set would also
allow for the elimination or at least a diminishment of need for outside art counsel.
RE Monday, would 10am work for you? Thanks,E.
please note
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