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Sent:

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jeffrey E. <jeevacation@gmail.com>
Friday, October 16, 2015 11:08 AM
Melanie Spinella

I think you should consider the fact that your family offi=e will be the most central component of what you leave to your child=en , wife heirs. it is the core of your assets. your art migh= be sold. your houses may lie empty, the apollo stock could be sold. =C2 you will pass on your office , . it will be the primary player=in your estate tax. probate, transition. Brad has taken it from a D =inus to a C minus, If I were you I would set=the goal of an A. just like your paintings. . Like=a house you could attempt to renovate it. it will take more ti=e and money . or . in essence as I suggested in =AO dec of 13, start from scratch. A financai= head of office. - brad could move to being richards replacmen= as trustee.. barry cohen would be perfect but carries the trustee =aint now. . take a tax partner from a major firm. =C2 to replace joslin, cost 1 + mil . keep heath=r and ssmantha. . bring in full time IT person. ASAP .=C2 your lighting contractor in your new townhouse has better IT than yo=r multi billlion dollar antique opersation. data breaches =AO are not your concern. precision is. . either re do the offi=e layout . or get enterly new space. the proposals to focus on=following on a monthly basis the values of all your current investme=ts is an example of misplaced prioirties. . Your office=is the heart of the familys financial life and temp future, =C2 it needs a heart operation

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