EFTA02702896.pdf

From: Jeff Brodsky Sent: Friday, May 6, 2016 3:25 PM To: Jeffrey E. Subject: RE: Follow-up Jeff, I just tried to reach you on your phone, but it did not go to voicemail so I couldn't leave a message. I spoke with my team this morning and we're in the process of pulling together some reports to send to you next week. The additional insight you shared on your second email this morning is helpful. If you'd still like to talk today please call me. Otherwise, I'll be back in touch next week. Best regards, Jeff Jeff Brodsky I Private Client Services Ernst & Young LLP 155 N. Wacker Dr., Chicago, IL 60606 Office: Fax: Other: EY COMM 2452763 Marilyn Morriss I Phone: From: jeffrey E. [mailto:[email protected] Sent: Friday, May 06, 2016 5:21 AM To: Jeff Brodsky Subject: Re: Follow-up EFTA_R1_02076907 EFTA02702896 multi home reporting, perosnal ex art collection mgmt +2 billion. . toys boats planes heli etc. . cash flow reporting ? . multi entity ,4 chldren complex trust and estate reporting? calculation of taxes on death ? etc On Thu, May 5, 2016 at 10:39 PM, Jeff Brodsky [email protected] <mailto:[email protected]> wrote: 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 LIP 155 N. Wacker Dr., Chicago, IL 60606 Office: Fax: Other: EY COMM 2452763 Marilyn Morriss I Phone: 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. 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Our principal postal address is 5 Times Square, New York, NY 10036. Thank you. Ernst & Young LIP 3 EFTA_R1_02076909 EFTA02702898