DS9 Document EFTA00824720

From: To: Subject: Date: Attachments: Inline-Images: "Jeffrey E." <jeevacation®gmail.com> Brad Wechsler <1 Fwd: FW: Family Office materials Wed, 29 Jun 2016 19:50:33 +0000 1606-1971228_FamilyOffice_brochure_portrait_BE0282.pde 1606- 1971228 Family_ office _ risk.pdf; 1606-1971228_Family_office_setup.pdfi 1606- _ 1971228 Family_ office_ strategy.pdf; 1606-1971228_Family_office_tech.pdf; _ 1003023 Family_ Office_ Guide 02Feb16_LR_(3)_(3).pde 1509- _ _ 1696717 FO_Cyber_Report_EC_vt(3).pdf; Family_Office_Review_Leading_Practices_9- 2015 ScbRE YY3594_8-pages.pdf image002.gif; image001.gif Forwarded message -------- From: Jeff Brodsky czi Date: Wed, Jun 29, 2016 at 9:24 AM Subject: FW: Family Office materials To: "jeffrey E." <[email protected]> Copy of email to Wendy Jeff Brodsky I Private Client Services Ernst From: Sharda Cherwoo Sent: Tuesday, June 28 2016 12:44 PM To: Wendy Dulman ( Cc: Jeff Brodsky Subject: FW: Family Office materials Dear Wendy, EFTA00824720 As mentioned, attached are some materials relating to our family office services that may be helpful. We have a very strong practice in family office services and leaders with extensive experience and a great reputation. I've copied Jeff Brodsky, who as mentioned in the prior note, has a very strong reputation in the family office advisor community. Jeff Brodsky and his team, including Bobby Stover, Alan Greenwell, Jon Carroll and Paul McKibbon, welcome the opportunity to talk to you and Brad and meet with you and others you suggest. Please let me know which days would work for a quick call with Jeff and a meeting the week thereafter, if that works. In the meantime, if you have any questions, please do not hesitate to call. Warmly, Shaft IJLogo Sharda Cherwoo I Partner Ernst & Young LLP Thank you for considering the envvonmental impact of pinning this email. Any tax advice in this e-mail should be considered in the context of the tax services we are providing to you. Preliminary tax advice should not be relied upon and may be insufficient for penalty protection. The information contained in this message may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Notice required by law: This e-mail may constitute an advertisement or solicitation under U.S. law, if its primary purpose is to advertise or promote a commercial product or service. You may choose not to receive advertising and promotional messages from Ernst & Young LLP (except for EY Client Portal and the website, which track e-mail preferences through a separate process) at this e-mail address by forwarding this message to no- If you do so, the sender of this message will be notified promptly. Our principal postal address is thank you. Ernst & Young LLP EFTA00824721 please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00824722