From: Jeff Brodsky To: jeffrey E. <jeevacation@gmail.com> Subject: RE: Follow-up Date: Fri, 06 May 2016 15:25:13 +0000 Inline-Images: image001.gif Jeff, I just tried to reach you on your phone, but it did not go to voicemail so I couldn't leave a message. I spoke with my team this morning and we're in the process of pulling together some reports to send to you next week. The additional insight you shared on your second email this morning is helpful. If you'd still like to talk today please call me. Otherwise, I'll be back in touch next week. Best regards, Jeff Jeff Brodsky I Private Client Services EY Ernst & Young LLP 155 N. Wacker Dr.. Chicago. IL 60606 Office: I Cori. Fax: Othor:11111111 Marilyn Mornss I Phone:1111111111111111 From: Jeffrey E. [mailto:jeevacation@gmail.com] Sent: Friday, May 06, 2016 5:21 AM To: Jeff Brodsky Subject: Re: Follow-up multi home reporting , perosnal ex art collection mgmt +2 billion.. toys boats planes heli etc. . cash flow reporting ? . multi entity ,4 chldren complex trust and estate reporting? calculation of taxes on death ? etc On Thu, May 5, 2016 at 10:39 PM, Jeff Brodsky < > wrote: 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". Rather, 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 objectives for the desired reporting. That would provide the best opportunity for us to demonstrate our ability to provide the needed reporting. We're happy to come to your offices for such a meeting. 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