Case File
efta-efta00860329DOJ Data Set 9OtherFrom: "Jeffrey E." <[email protected]>
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DOJ Data Set 9
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efta-efta00860329
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From: "Jeffrey E." <[email protected]>
To: Melanie Spinella
Subject:
Date: Tue, 07 Apr 2015 14:29:12 +0000
agenda for tomorrow.
1 building an office from scratch. who does it. ? so far little or no progress in real terms.. brad should
remain and can administrate. follow up methodically, . has no idea of corrrect questions to ask. or
understanding of family office issues. procedures checlks and balances. etc .. consultants , diana goldner
foundtaion woman?. office . focus .
2. without strong , very stroung direction, joslin will not make it. does not know where to focus. who to
respond to. and how. unfortunately now getting more and more answers like the powers that be , want it that
way.??
3. the priority list is still virtually the same , since dec.. accounting system. redone from scratch. etc.
4 . it will take 9 months. at a minimum now.. an outsider brought in when everything is clean , including
phaidon, notes. eileen. banks, jpm db, barn, etc.
5 disposition, of Phaidon. art space regan etc.( ressler??) . sale of boat. plane . art , stock, investments, athene?
etc, tra, brh.
6 . new IT . complex. household . payroll insurance . recurring bills.
7 estate modification given new circunstances and altered probablities. ( use etc )
8 charity, new trusts,!!d 'PI< harvard . fees,
I spoke to brad and made him aware of all my concerns and propsals to move forward.
help
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he is desperate for
EFTA00860329
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