EFTA02702933.pdf

From: jeffrey E. <[email protected]> Sent: Friday, May 6, 2016 6:27 PM To: Jeff Brodsky Subject: Re: Follow-up ok On Fri, May 6, 2016 at 2:24 PM, Jeff Brodsky wrote: Yes, I'm on a cli=nt call but will call once I break free. It's scheduled until 2:30=m cst Jef= Brodsky I Private Client Services <=> Ernst &=mp; Young LLP 155 N. =acker Dr., Chicago, IL 60606 Office:= Fax: I Other: EY COMM 2452763 Marilyn=Morriss I Phone: From: jeffrey =. (mailto:[email protected] <mailto:[email protected]> Sent: Friday, May 06, 2016 1:23 PM To: Jeff Brodsky Subject: Re: Follow-up can you try my cell EFTA_R1_02077113 EFTA02702933  On Thu, May 5, 2016 at 10:39 PM, Jeff Brodsky > wrote: Jeff, Nice talking with you yesterday. We're pulling together some sample rep=rts 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 o=jectives for the desired reporting. That would provide the best opportunit= for us to demonstrate our ability to provide the needed reporting. We're happy to come to your offi=es for such a meeting. Best regards, Jeff <=LI> Jef= Brodsky I Private Client Services aspan> Ernst &=mp; Young LLP 155 N. =acker Dr., Chicago, IL 60606 Office: Fax: + > I Other: EY COMM 2452763 <tel:%2B1%20866%20296%201207> Marilyn=Morriss I Phone: Any tax advice in this e-mail should be considered in the context of the ta= services we are providing to you. Preliminary tax advice should not be re=ied upon and may be insufficient for penalty protection. Notice required by law: This e-mail may constitute an advertisement or soli=itation under U.S. law, if its primary purpose is to advertise or promote = commercial product or service. You may choose not to receive advertising =nd promotional messages from Ernst & Young LLP (except for EY Client Portal and the ey.com <http://ey.=om> website, which track e-mail preferences through a separate proce=s) at this e-mail address by forwarding this message to no- 2 EFTA_R1_02077114 EFTA02702934 [email protected]= <mailto:[email protected]> . If you do so, the sender of this message will be notified promptly. =ur principal postal address is 5 Times Square, New York, NY 10036. Thank y=u. Ernst & Young LLP please no=e The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected] <mailto:[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 ta= services we are providing to you. Preliminary tax advice should not be re=ied upon and may be insufficient for penalty protection. Notice required by law: This e-mail may constitute an advertisement or soli=itation under U.S. law, if its primary purpose is to advertise or promote = commercial product or service. You may choose not to receive advertising =nd promotional messages from Ernst & Young LLP (except for EY Client Portal and the ey.com <http://ey.=om> website, which track e-mail preferences t=rough a separate process) at this e-mail address by forwarding this messag= to no- more-mail@=y.com <mailto:[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 100=6. Thank you. Ernst & Young LIP =C2 please note The information contained in this communication =s confidential, may be attorney-client privileged, may constitute in=ide information, and is intended only for the use of the addressee. It =s the property of JEE Unauthorized use, disclosure or copying of thi= communication or any part thereof is strictly prohibited and may be=unlawful. If you have received this communication in error, please noti=y us immediately by return e-mail or by e-mail to [email protected] <mailto:[email protected]> , and des=roy this communication and all copies thereof, including all attachment=. copyright -all rights reserved 3 EFTA_R1_02077115 EFTA02702935