From:
Barry J. Cohen
Sent:
Thursday, August 31, 2017 11:22 AM
To:
jeffrey E.
Cc:
Leon Black
Subject:
Accounting presentations
We are indeed looking at 5 different products. Have narrowed it down to 2. =We are thinking about it the same way you
are.
We have hired Tania Nield, a family office IT consultant (most famous for s=tting up Hillary Clinton's home office
servers).
In addition to simply automating presentations, a key focus for us is integ=ating into a database. If we pay a bill for
landscaping in Bedford or make=a trust's capital contribution for an investment, we need that to both sho= up both on
financial statements and be appropriately tagged in a database=for future retrieval and slicing/dicing type analyses.
Sent from my iPhone
On Aug 31, 2017, at 7:12 AM, jeffrey E. <
[email protected]<mailto:
[email protected]» wrote:
ask for 5 diffferent versions. there are many wealth programs. . best =f class should be easy for them.. they need to
be useful, as they on=y for internal use. separate from gaming and bank. . especially trust =resentations
On Thu, Aug 31, 2017 at 7:03 AM, Barry J. Cohen
wrote:
We are working with a consultant to upgrade our accounting system, which is=currently Quickbooks. So we are seeing a
wide variety.
Our approach is mostly the following: "We like our presentations. How can =e automate them?"
I think you are saying the same thing on the second point. Are you also say=ng that you think the presentation formats
can be improved? If so, it wou=d be helpful to know which ones, so we can get examples of alternative sty=es. We have
numerous formats for various types of reports.
Sent from my iPhone
On Aug 31, 2017, at 6:39 AM, jeffrey E.
<
[email protected]<mailto:
[email protected]><mailto:
[email protected]<mailto:
[email protected]
om=» wrote:
can you ask for sample family office presentations . you should look at=5 different types. . assets. cash flow. etc.
estate . lets see =f it can get computerized
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