EFTA02512244.pdf
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From:
jeffrey E. <jeevacation@gmail.com>
Sent:
Sunday, January 25, 2015 9:07 PM
To:
Brad Wechsler
Subject:
Re: Follow-up
phone
On Sun, Jan 25, 2015 at 4:45 PM, Brad Wechsler
wrote:
A coup=e of things I forgot to mention:
1. I want to confirm that the 1/2 dozen or so intra family notes that compo=nd annually should be amended to
annual cash pay. I also want to confirm t=at you want the interest rates somewhat higher than the AFR safe har=or
rates.
2. I plan to institute quarterly meetings between the Trustees and benefici=ries where they will be provided (by
the trustees) a quarterly update on t=e trust assets. This will also be a forum for general discussion between t=ustees
and beneficiaries. At some point we may also invite relevant guests=for part of the meeting presenting on topics of
interest or relevance. Fro= my perspective Leon should obviously attend as well. Should there be an e=ecutive session
between trustees and beneficiaries? (No me, no leon)
3. I want to push the internal team to do all relevant administration for a=t partnership and Nar. Anything going
on why I shldnt push. (I know we may=fund/contribute assets incrementally).
4. 1 plan to keep Elysium Ilc as owned and funded (overhead) by leon. Any i=sues? I am also going to be
appointed a managing director (with leon) so 1=can sign for the office.
Let's discuss the above as relevant. B
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EFTA_R1_01644936
EFTA02512244
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EFTA02512245
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| Filename | EFTA02512244.pdf |
| File Size | 134.0 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 2,972 characters |
| Indexed | 2026-02-12T18:37:15.898045 |