EFTA Document EFTA01369755
Deutsche Bank Wealth Management Background / Discussion Points Meeting Purpose • Elysium is relatively new family office and the focus has been organizing Mr. Black's RE, art, and other holdings. Mr. Black has been working over the last two years to properly structure the office and establish a wealth planning structure before turning the focus of the office towards becoming in investment-focused organization. DB wants to become an early partner and a major provider of investment advice
Summary
Deutsche Bank Wealth Management Background / Discussion Points Meeting Purpose • Elysium is relatively new family office and the focus has been organizing Mr. Black's RE, art, and other holdings. Mr. Black has been working over the last two years to properly structure the office and establish a wealth planning structure before turning the focus of the office towards becoming in investment-focused organization. DB wants to become an early partner and a major provider of investment advice
Ask AI About This Document
Extracted Text (OCR)
Related Documents (6)
EFTA Document EFTA01413826
Subject: FW: YE progress update [I] From: Stewart Oldfield <E > Date: Mon, 04 Dec 2017 14:24:39 -0500 To: Terri Sohrab Classification: For internal use only Sent. Thanks From: Stewart Oldfield Sent: Monday, December 04, 2017 2:24 PM To: Andrew Gallivan <[email protected]> Subject: YE progress update [I] Classification: For internal use only Andrew, I know you have a ton of reviews to do, but given our last breakfast conversation, I would like you to spend some extra time on min
EFTA Document EFTA01374219
Deutsche Bank Wealth Management • Mr. Wechsler's wife, Patty Newburger, sits on the Board of Directors of Tribeca Film Institute Background / Discussion Points Meeting Purpose • Elysium is relatively new family office and the focus has been organizing Mr. Black's RE, art, and other holdings. Mr. Black has been working over the last two years to properly structure the office and establish a wealth planning structure before turning the focus of the office towards becoming in investment-
EFTA Document EFTA01437198
Subject: Frieze NY - re istration status [I] From: Sarah Rafferty < Date: Fri, 06 Apr 2018 15:28:07 -0400 To: Stewart Oldfield Classification: For internal use only HI Stewart, see below. Please continue to follow-up with all outstanding and if they plan to attend, ask them to register. If they decline, please let me know so I can update my file. Thank you. Ticket type # of tickets required Invitee first name Invitee last name Invitee company name Invitee job title DB nominator
EFTA Document EFTA01423770
Subject: YE progress - please edit [I] From: Stewart Oldfield ‹ > Date: Thu, 30 Nov 2017 14:29:01 -0500 To: Terri Sohrab Cc: Stewart Oldfield Classification: For internal use only Andrew, I was hoping to get this to you before you started working on YE reviews. I know you have a ton of reviews to do every year, but given our last breakfast conversation, I would like you to spend some extra time on mine this year. Happy to catch up whenever you like to refine the conversation and the br
EFTA Document EFTA01415502
Subject: RE: YE progress update [I] From: Terri Sohrab Date: Mon, 04 Dec 2017 14:27:17 -0500 To: Stewart Oldfield e > 3 Terri Sohrab Managing Director Deutsche Bank Wealth Management 345 Park Avenue, 24th Floor New York, NY 10154 Securities offered through Deutsche Bank Securities Inc. From: Stewart Oldfield Sent: Monday, December 04, 2017 2:25 PM To: Terri Sohrab e > Subject: FW: YE progress update [I] Classification: For internal use only Sent. Thanks From: Stewart Oldfield S
EFTA Document EFTA01425460
Subject: RE: Frieze NY - registration status [I] From: Sarah Rafferty < > Date: Tue, 17 Apr 2018 14:23:26 -0400 To: Stewart Oldfield ‹ > Cc: Bradley Gillin Classification: For internal use only Yes — that was the day he showed up last year. Regards, Sarah fcid:80063086-E6B1-464A-83C1-C22D037DB24E@lanl Sarah Rafferty Director I Marketing - Americas Deutsche Bank Wealth Management Deutsche Bank Trust Company Americas Postal address: 345 Park Avenue, 24th floor, New York, NY 10154 Te
Forum Discussions
This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.