From: Jeff Brodsky <1
To: "jeevacation@gmail.com" leevacation@gmail.com>
Subject: Follow-up
Date: Fri, 06 May 2016 02:39:21 +0000
Inline-Images: image001.gif
Jeff,
Nice talking with you yesterday. We're pulling together some sample reports 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 objectives for the desired reporting. That would provide the best
opportunity for us to demonstrate our ability to provide the needed reporting. We're happy to come to your offices for
such a meeting.
Best regards, Jeff
Jeff Brodsky I Private Client Services
Ernst & Young LLP
EY
155 N. Wadthr Dr.. Chicago. IL 60606
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Marilyn Morriss I Phone:
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