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efta-02704040DOJ Data Set 11Other

EFTA02704040

Date
Unknown
Source
DOJ Data Set 11
Reference
efta-02704040
Pages
2
Persons
0
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EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
From: Jeff Brodsky Sent: Friday, May 6, 2016 2:39 AM To: [email protected] Subject: Follow-up 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". Rat=er, 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 objecrives for the desired reporting. That would provide the best opportunity fo= us to demonstrate our ability to provide the needed reporting. We're happy to come to your offices =or such a meeting. Best regards, Jeff =/p> </=pan> Jef= Brodsky I Private Client Services <=:p> Ernst &=mp; Young LLP 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 purpose is to advertise or promote = commercial product or service. You may choose not to receive advertising =nd promotional messages from Ernst & Young LIP (except for EY Client Portal and the ey.com website, which=track e-mail preferences EFTA_R1_02086848 EFTA02704040 through a separate process) at this e-mail addres= by forwarding this message to [email protected]. If you do so, the send=r of this message will be notified promptly. Our principal postal address is 5 Times Square, New York, NY 10O=6. Thank you. Ernst & Young LIP 2 EFTA_R1_02086849 EFTA02704041

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