EFTA02459122.pdf

From: Jeff Brodsky Sent: Wednesday, June , 1 1: To: Jeffrey E. Subject: FW: Family Office materials Jeff, See below. As we discussed last week, Wendy reached out to Sharda, who responded to her inquiry and sent her some materials on our family office services (I'd planned to forward the email to you, which will follow). How should we proceed? Would it make sense for you and me to have a quick call? Jeff Brodsky I Private Client Services Ernst & Young LLP 155 N. Wacker Dr., Chicago, IL 60606 I Office: + Cell: Fax: Other: Marilyn Morriss I From: Wendy Dulman Sent: Wednesday, June 29, 2016 7:51 AM To: Sharda Cherwoo Cc: Jeff Brodsky Subject: Re: Family Office materials <mailto:jeff.brodsky@ey.com> <mailto:marilyn. morriss@ey.com> Hi. Thanks for the information. I forwarded it on to Brad Wechsler as well. Is your team available for a meeting on July 6th at our offices? Let me know. And thanks in advance. Best. Wendy Sent from my iPhone EFTA_R1_01563866 EFTA02459122 On Jun 28, 2016, at 1:43 PM, Sharda Cherwoo < <mailto:sharda.cherwoo@ey.com» wrote: Dear Wendy, As mentioned, attached are some materials relating to our family office services that may be helpful. We have a very strong practice in family office services and leaders with extensive experience and a great reputation. I've copied Jeff Brodsky, who as mentioned in the prior note, has a very strong reputation in the family office advisor community. Jeff Brodsky and his team, including Bobby Stover, Alan Greenwell, Jon Carroll and Paul McKibbon, welcome the opportunity to talk to you and Brad and meet with you and others you suggest. Please let me know which days would work for a quick call with Jeff and a meeting the week thereafter, if that works. In the meantime, if you have any questions, please do not hesitate to call. Warmly, Sharda <i mage001.gif> <image002.gif> Sharda Cherwoo I Partner Ernst & Young LLP Five Times Square (Seventh Ave. between 41st & 42nd Street), New York, NY 10036, United States of America Office: II Fax: EY/IM mailto:sharda.Cherwoo@ey.com> 2 EFTA_R1_01563867 EFTA02459123 Website: http://www.ey.com <http://www.ey.com/> Assistant: Barbara Patrick I Phone: + Thank you for considering the environmental impact of printing this email. <mailto:barbara.patrick@ey.com> Any tax advice in this e-mail should be considered in the context of the tax services we are providing to you. Preliminary tax advice should not be relied upon and may be insufficient for penalty protection. The information contained in this message may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Notice required by law: This e-mail may constitute an advertisement or solicitation under U.S. law, if its primary purpose is to advertise or promote a commercial product or service. You may choose not to receive advertising and promotional messages from Ernst & Young LLP (except for EY Client Portal and the ey.com <http://ey.com> website, which track e-mail preferences through a separate process) at this e-mail address by forwarding this message to no- more-mail@ey.com <mailto:no-more-mail@ey.com> . If you do so, the sender of this message will be notified promptly. Our principal postal address is 5 Times Square, New York, NY 10036. Thank you. Ernst & Young LLP <1606-1971228 FamilyOffice_brochure_portrait_BE0282.pdf> <1606-1971228_Family_office_risk.pdf> <1606-1971228_Family_office_setup.pdf> <1606-1971228_Family_office_strategy.pdf> <1606-1971228_Family_office_tech.pdf> <1003023_Family Office Guide_02Feb16_LR (3) (3).pdf> <1509-1696717_FO Cyber Report_EC_v8 (3).pdf> <Family Office Review Leading Practices 9-2015 SCORE YY3594 8-pages.pdf> Any tax advice in this e-mail should be considered in the context of the tax services we are providing to you. Preliminary tax advice should not be relied upon and may be insufficient for penalty protection. The information contained in this message may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is 3 EFTA_R1_01563868 EFTA02459124 strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Notice required by law: This e-mail may constitute an advertisement or solicitation under U.S. law, if its primary purpose is to advertise or promote a commercial product or service. You may choose not to receive advertising and promotional messages from Ernst & Young LLP (except for EY Client Portal and the ey.com website, which track e-mail preferences through a separate process) at this e-mail address by forwarding this message to no-more-mail@ey.com. If you do so, the sender of this message will be notified promptly. Our principal postal address is 5 Times Square, New York, NY 10036. Thank you. Ernst & Young LLP 4 EFTA_R1_01563869 EFTA02459125