Case File
efta-02702922DOJ Data Set 11OtherEFTA02702922
Date
Unknown
Source
DOJ Data Set 11
Reference
efta-02702922
Pages
2
Persons
0
Integrity
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From:
jeffrey E. <[email protected]>
Sent:
Friday, May 6, 2016 6:23 PM
To:
Jeff Brodsky
Subject:
Re: Follow-up
can you try my cell-
On Thu, May 5, 2016=at 10:39 PM, Jeff Brodsky
Jeff,
> wrote:
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
Office:=
Fax:
Marilyn=Morriss I Phone:
I Other: EY COMM 2452763
EFTA_R1_02077076
EFTA02702922
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
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Our principal postal address is 5 Times Square, New York, NY 100=6. Thank you. Ernst & Young LLP
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
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including all attachments. copyright -=11 rights reserved
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