EFTA02702433.pdf

From: jeffrey E. <[email protected]> Sent: Friday, May 6, 2016 10:21 AM To: Jeff Brodsky Subject: Re: Follow-up multi home reporting, perosnal ex =C2 art collection mgmt +2 billion. . toys boats=planes heli etc. . cash flow reporting ? . m=lti entity ,4 chldren complex trust and estate reporting? =AO calculation of taxes on death ? etc On Thu, Ma= 5, 2016 at 10:39 PM, Jeff Brodsky =rote: 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 Jef= Brodsky I Private Client Services <=> Ernst &=mp; Young LLP 155 N. =acker Dr., Chicago, IL 60606 > I Other: EY COMM 2452763 Marilyn=Morriss <mailto EFTA_R1_02074584 EFTA02702433  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 LIP (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 RP please =ote The information contained in this communication is confiden=ial, may be attorney-client privileged, may constitute inside informati=n, and is intended only for the use of the addressee. It is the propert= of JEE Unauthorized use, disclosure or copying of this communica=ion or any part thereof is strictly prohibited and may be unlawful. If =ou have received this communication in error, please notify us immediatrly by return e-mail or by e-mail to [email protected] <mailto:jeevacation@gmail=com> , and destroy this comm=nication and all copies thereof, including all attachments. copyright -=11 rights reserved 2 EFTA_R1_02074585 EFTA02702434