EFTA02463170.pdf

From: jeffrey E. <jeevacation@gmail.com> Sent: Wednesday, May 18, 2016 9:12 AM To: Jeff Brodsky; Lesley Groff Subject: Re: Proposal for Family Office Review for Leon Black nothing urgent fri 10 30 am/ =umber? On Wed, May 18, 2016 at 12:43 AM, Jeff Brodsky > wrote: Jeff, I'm traveling and=in client meetings Weds and Thurs. Therefore, Friday would be better. I =80 m available Friday 10:30-11:30am edt, 1-2:30pm edt and 4-6pm edt. If it's important for us to talk before Friday, I can talk on Thur=day 10:30-11:30am edt or 4:30-5:30pm edt, although I'll be driving=during those times. Best regards, Jeff Jef= Brodsky I Private Client Services Ernst &=mp; Young LLP 1 EFTA_R1_01570078 EFTA02463170 From: jeffrey =. (mailto:jeeva=ation@gmail.com <mailto:jeevacation@gmail.com> I Sent: Tuesday, May 17, 2016 8:07 PM To: Jeff Brodsky Subject: Re: Proposal for Family Office Review for Leon Black=u> Speak tomorw? On Tuesday, 17 May 2016, Jeff Brodsky < Jeff, Any thoughts or questions regarding our proposal? Best regards, Jeff From: Jeff Brodsky Sent: Thursday, May 12, 2016 1:02:13 AM To: jeffrey E. Cc: Bobby A Stover; Jon Carroll; Charlie.' Carr; Alan Greenwell Subject: Proposal for Family Office Review for Leon Black =/u> Jeff, > wrote: As we discussed, EY has a defined approach to help a=family office review and improve its operations. After discussing wi=h my team the information you shared with me, I'm attaching the following items which describe our recommended approach:=/p> 1. <=span>A sample Statement of Work for doing a diagnostic review of a family =ffice. This would be coupled with an Engagement Agreement between EY and L=on's family office. Based on our initial discussions, we believe the Phase I review would cost between $150,000 to $200,000 and would inclu=e our team of 4 professionals being on site reviewing the family office sy=tems, processes, etc. and conducting interviews over a period of 4 to 5 da=s, several follow-up phone calls, and a final meeting to present the findings and initial recommendations of=our report. Once we are able to gain a better understanding of the f=mily office we can provide a detailed work plan and timeline. 2. <=span>Family Office Business Requirements Document and Sample Diagnostic Re=ort. The outcome of our review will be a Diagnostic Report. Attached=is a sample report that we use to describe the process to clients, althoug= the actual report is more detailed with findings and recommendations. =AO We use the report to help outline a Business Requirements document (see=attached BRD Table of Contents) which defines the key performance indicato=s 2 EFTA_R1_01570079 EFTA02463171 that drive the type of reporting that is to be developed for the key stakeholders and management of the family o=fice. Each report is highly customized to each family office based o= its needs and key performance indicators. Please review the attached and let me know if you ha=e any questions. It might be helpful to schedule a call with myself and ot=er team members to provide additional insight regarding our approach. We are excited by this opportunity and look forward =o hearing back from you. Best regards, Jeff <=u> Jef= Brodsky I Private Client Services aspan> Any tax advice in this e-mail should be considered in the context of the ta= services we are providing to you. Preliminary tax advice should not be re=ied upon and may be insufficient for penalty protection. Notice required by law: This e-mail may constitute an advertisement or soli=itation under U.S. law, if its primary purpose is to advertise or promote = commercial product or service. You may choose not to receive advertising =nd promotional messages from Ernst & Young LLP (except for EY Client Portal and the ey.com <http://ey.=om> website, which track e-mail preferences through a separate proce=s) at this e-mail address by forwarding this message to no- 3 EFTA_R1_01570080 EFTA02463172 more-mail@ey.com. If you do so, the sender of this message will b= notified promptly. Our principal postal address is 5 Times Square, New Yo=k, NY 10036. Thank you. Ernst & Young LLP please no=e 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 jeevacation@gmail.com <mailtcyjeevacation@gmail.com> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved Any tax advice in this e-mail should be considered in the context of the ta= services we are providing to you. Preliminary tax advice should not be re=ied upon and may be insufficient for penalty protection. Notice required by law: This e-mail may constitute an advertisement or soli=itation under U.S. law, if its primary purpose is to advertise or promote = commercial product or service. You may choose not to receive advertising =nd promotional messages from Ernst & Young LLP (except for EY Client Portal and the ey.com <http://ey.=om> website, which track e-mail preferences t=rough a separate process) at this e-mail address by forwarding this messag= to no- more-mail@=y.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 100=6. Thank you. Ernst & Young LLP please =ote The information contained in this communication is confiden=ial, may be attorney-client privileged, may constitute inside informati=n, and is intended only for the use of the addressee. It is the propert= of JEE Unauthorized use, disclosure or copying of this communica=ion or any part thereof is strictly prohibited and may be unlawful. If =ou have received this communication in error, please notify us immediat=ly by return e-mail or by e-mail to jeevacation@gmail.com <mailto:jeevacation@gmail=com> , and destroy this comm=nication and all copies thereof, including all attachments. copyright -=11 rights reserved 4 EFTA_R1_01570081 EFTA02463173