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Case File
d-29034House OversightFinancial Record

Internal memo discussing estate‑plan overhaul, fee demands, and staffing changes for a high‑net‑worth family office

Date
November 11, 2025
Source
House Oversight
Reference
House Oversight #023342
Pages
2
Persons
2

Summary

The passage is an internal, informal communication about restructuring a private estate and family office, fee negotiations, and personnel replacements. It mentions no specific public officials, corpo The author demands $40 million per year in fees, with upfront payments of $25 million and subsequent Calls for replacing existing staff (e.g., John, Joslin, Tom, Heather) with new hires and a figure

This document is from the House Oversight Committee Releases.

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Persons Referenced (2)

Tags

financial-flowtrustsfee-disputeestate-planningfinancial-managementpersonnel-changeslegal-exposurehouse-oversightinternal-governancefamily-office
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