Internal memo outlining estate‑plan overhaul, trust valuations, and unpaid consulting fees

The passage details internal disagreements over compensation, estate‑planning tasks, and alleged mismanagement of family‑office finances. While it mentions large sums (tens of millions) and potential Requests for $40 M annual retainer, with specific payment schedule, tied to estate‑plan work. Mentions overdue trust, partnership, and filing requirements, including Form 8865 foreign reporting Call