EFTA02505471.pdf

From: jeffrey E. <[email protected]> Sent: Tuesday, April 7, 2015 2:29 PM To: Melanie Spinella agenda for tomorrow. 1 buil=ing an office from scratch. who does it. ? so far litt=e or no progress in real terms. . brad should remain and can =dministrate. follow up methodically, . has no idea of c=rrrect questions to ask. or understanding of family office issues. =C2 procedures checlks and balances. etc .. consultants =AO, diana goldner foundtaion woman?. office . focus . 2. without strong , very stroung direction, j=slin will not make it. does not know where to focus. who to r=spond to. and how. unfortunately now getting more and more answers =C2 like the powers that be , want it that way.?? 3. the priority list is still virtually the same , since dec. . accountin= system. redone from scratch. etc. =div>4 . it will take 9 months. at a minimum now. . an outsider broug=t in when everything is clean , including phaidon, notes. eileen. banks, j=m db, bam, etc. 5 disposition, of Ph=idon. art space regan etc.( ressler??) . sale of boat. plane .=art , stock, investments, athene? etc, tra, brh. 6 . new IT . complex. household = payroll insurance . recurring bills. 7 es=ate modification given new circunstances and altered probablities. =C2 ( use etc ) 8 charity, new trusts,!!d= !PI< harvard . fees, I spoke to brad and m=de him aware of all my concerns and propsals to move forward. =C2 he is desperate for help =AO please note The information contained in this commu=ication is confidential, may be attorney-client privileged, may cons=itute inside information, and is intended only for the use of the addre=see. It is the property of JEE Unauthorized use, disclosure or copyi=g of this communication or any part thereof is strictly prohibited a=d may be unlawful. If you have received this communication in error, pl=ase notify us immediately by return e-mail or by e-mail to [email protected], a=d destroy this communication and all copies thereof, including all a=tachments. copyright -all rights reserved EFTA_R1_01635427 EFTA02505471