EFTA02486075.pdf

From: jeffrey E. <[email protected] > Sent: Friday, October 16, 2015 11:08 AM To: Melanie Spinella I think you should consider the fact that your family offi=e will be the most central component of what you leave to your child=en , wife heirs. it is the core of your assets. your art migh= be sold. your houses may lie empty, the apollo stock could be sold. =C2 you will pass on your office , . it will be the primary player=in your estate tax. probate, transition. Brad has taken it from a D =inus to a C minus, If I were you I would set=the goal of an A. just like your paintings. . Like=a house you could attempt to renovate it. it will take more ti=e and money . or . in essence as I suggested in =AO dec of 13, start from scratch. A financai= head of office. - brad could move to being richards replacmen= as trustee.. barry cohen would be perfect but carries the trustee =aint now. . take a tax partner from a major firm. =C2 to replace joslin, cost 1 + mil . keep heath=r and ssmantha. . bring in full time IT person. ASAP .=C2 your lighting contractor in your new townhouse has better IT than yo=r multi billlion dollar antique opersation. data breaches =AO are not your concern. precision is. . either re do the offi=e layout . or get enterly new space. the proposals to focus on=following on a monthly basis the values of all your current investme=ts is an example of misplaced prioirties. . Your office=is the heart of the familys financial life and temp future, =C2 it needs a heart operation <=iv class="gmail_signature"> =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 1 EFTA_R1_01604881 EFTA02486075