low level . He does not want to hire himself out of a job, spoke to brad last night he wants acoo so that he does not feel demoted
your choice!, ( brad maybe does have insight - to your credit, might have been right when he said- jeffrey you should realize this is only about leon not wanting to pay more money , ( 1 ignored his summary , along with his comments on the risk of fracturing
summary
I can either do it for you or not. if ido it it means finding hiring organizeing, structuring reviewing re negotiating, bring in my team under my control not brads. . stop -gap accounting - my people getting the books software and procedure in shape. setting up the various brokerage and bank accounts and rationalizing them, organizing Melanie, TPS , house, and all the intra family notes outstanding, overseeing the phaidon mess.maybe sale re do some of estate given the new circumstances. etc. I 've responded to every brad question , given him first lessons , not a good use of my time or his. he should administrate, follow up, have signing authority instead of eileen, ( AFTER rationalized accounts ). holding a position of trust. ONLY
talk whenever you like, NO STRESS , Mort had a skiing accident and sultan not fully comp es mentes. no stress please for either of us . both of our reserves which are not insubstantial , can use a break
Date: Tue, Apr 7, 2015 at 4:29 PM Subject: To: Melanie Spinella ~ &f 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, bam, etc. 5 disposition, of Phaidon. art space regan etc.( ressler??) . sale of boat. plane . art , stock, investments, athene? etc, tra, brh. 6 .newIT . complex. household . payroll insurance . recurring bills. 7 estate modification given new circunstances and altered probablities. (use etc ) 8 charity, new trusts,!!d IPI< harvard . fees,
I spoke to brad and made him aware of all my concerns and propsals to move forward. _ he is desperate for help
Date: Tue, Apr 14, 2015 at 11:53 PM
Subject:
To: Melanie Spinella
saved you 500k at the last minute, . brad has had the same chart since march 16th, its his job to review NOT MINE appears he is one of those living in the dark leiwe. I found 8 million dollars today, missed deductions. . not yet in the numbers, .?
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