EFTA01741506.pdf

From: Jeff Brodsky To: leevacationCgmall.corn° [email protected]> Subject Follow-up Sent Friday, May 6, 2016 2:39:21 AM marie001.qif 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 155 N Wacker Dr . Chicago IL 60606 :Office + I Cell •- '\ Fax I Other. Maier Morriss I Phone: I 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- separate process) at this e-mail address by forwarding this message to If you do so, the sender of this message will be notified promptly. Our principal posts a ress is 5 Times Square, New York, NY 10036. Thank you. Ernst & Young LLP EFTA_R1_00031568 EFTA01741506