EFTA02464028.pdf
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From:
jeffrey E. <jeevacation@gmail.com>
Sent:
Friday, May 6, 2016 6:23 PM
To:
Jeff Brodsky
Subject:
Re: Follow-up
can you try my cell 212 533 3739.
On Thu, May 5, 2016=at 10:39 PM, Jeff Brodsky <
Jeff,
<mailtoleff.bro=sky@ey.com» wrote:
Nice talking with you yesterday. We're pulling together some sample rep=rts 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 o=jectives for the desired reporting. That would
provide the best opportunit= for us to demonstrate our ability to provide the needed reporting. We're happy to come to
your offi=es for such a meeting.
Best regards, Jeff
Jef= Brodsky I Private Client Services
<=>
Ernst &=mp; Young LLP
155 N. =acker Dr., Chicago, IL 60606
Office:=+1 312 879 3871 <tel:%2B1%20312%20879%203871> I Cell:
<tel:%2B1%20847%20414%209835> I
<mailto
Fax: +1 866 296 1207 <tel:%2F31%20866%20296%201207> I Other: EY COMM 2452763
Marilyn=Morriss I Phone:
<tel:%281%20312%20879%203602> I
<mailto
EFTA_R1_01571205
EFTA02464028
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2
EFTA_R1_01571206
EFTA02464029
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| Filename | EFTA02464028.pdf |
| File Size | 132.1 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 2,826 characters |
| Indexed | 2026-02-12T17:41:24.714902 |