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efta-efta00870251DOJ Data Set 9Other

From: "Jeffrey E." <[email protected]>

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DOJ Data Set 9
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efta-efta00870251
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EFTA Disclosure
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From: "Jeffrey E." <[email protected]> To: Eileen Alexanderson Subject: Re: FW: Meeting today with Heather Gray at 11:00 Date: Wed, 18 Jun 2014 14:27:30 +0000 pretty complete. interactions with kids? , On Wed, Jun 18, 2014 at 10:25 AM, Eileen Alexanderson Have I missed anything? Also, when you have a chance, please give a ring regarding tomorrow's meeting. Thanks, Eileen From: Eileen Alexanderson Sent: Wednesday, June 18, 2014 10:08 AM To: 'Melanie Spinella' Subject: Meeting today with Heather Gray at 11:00 wrote: Good morning Leon, just touching base in advance of your meeting today with Heather Gray. I thought it would be helpful to share the job description I have put forth to Heather. I have said we feel there is a clear need for someone to "manage" the activity related to your art collection since you have invested a significant portion of your wealth in this asset category. Responsibilities of the position will include the following: - inventory list management of art, collectibles, and valuable personal property - development of/conversion to a more sophisticated collection management system - interface with the curator - management of the annual appraisal - involvement in payment for purchases - documentation of loans to museums and other institutions - art pledges and gifts -art insurance - art planning including deferred exchanges and foundations EFTA00870251 I have indicated Heather would be part of our legal team and that because level of art related activity ebbs and flows, we would like her to provide support to Ada on trust related matters and trust administration and other legal matters. It is important that you both come away from your meeting today with a clear understanding of the what this position entails so please clarify/correct any of the above if necessary and elaborate on any additional responsibilities you would like Heather to assume. Best, Eileen Eileen Alexanderson Elysium Management 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 EFTA00870252

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