From: "Jeffrey E." <jeevacation®gmail.com>
To: Brad Wechsler <1
Subject: Fwd: FW: Family Office materials
Date: Wed, 29 Jun 2016 19:50:33 +0000
Attachments: 1606-1971228_FamilyOffice_brochure_portrait_BE0282.pde 1606-
1971228_Family_office_risk.pdf; 1606-1971228_Family_office_setup.pdfi 1606-
1971228_Family_office_strategy.pdf; 1606-1971228_Family_office_tech.pdf;
1003023_Family_Office_Guide_02Feb16_LR_(3)_(3).pde 1509-
1696717 FO_Cyber_Report_EC_vt(3).pdf; Family_Office_Review_Leading_Practices_9-
2015 ScbRE YY3594_8-pages.pdf
Inline-Images: image002.gif; image001.gif
Forwarded message --------
From: Jeff Brodsky czi
Date: Wed, Jun 29, 2016 at 9:24 AM
Subject: FW: Family Office materials
To: "jeffrey E." <jeevacation@gmail.com>
Copy of email to Wendy
Jeff Brodsky I Private Client Services
Ernst
From: Sharda Cherwoo
Sent: Tuesday, June 28 2016 12:44 PM
To: Wendy Dulman (
Cc: Jeff Brodsky
Subject: FW: Family Office materials
Dear Wendy,
EFTA00824720
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,
Shaft
IJLogo Sharda Cherwoo I Partner
Ernst & Young LLP
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