This document outlines the eligibility criteria for clients to be offered membership in Quintessentially. It includes quantitative and qualitative criteria such as estimated net worth, relationship investable assets, and total revenue potential. The document also lists specific clients and their eligibility status based on these criteria.
documents/vol00010-efta01479190-pdf.pdf
{"title":"Quintessentially Client Eligibility Criteria","key_people":["Barry Sternlicht","Daniel Loeb","Ronald Perelman","Stephen Ross","Wilbur Ross","Art Cohen","Chris Cline","Daniel Och","John Catsimatidis","Eli Broad","Richard Merkin","Geoffrey Palmer","Ronald Burkle","Thomas H. Lee","Stephen C. Schott","Angelo Tsokopoulos","Noam Gottesman","Ronald Wanek","John Goff","Richard Murdoch","Cambay Group","Charles Koch","John Arnold","Izmirlian Family","Nazarian Family","Samuel Zell","Robert FX Sillerman","Ed Stern","Stewart Bainum","Alex Sapir","Rotem Ronen","Scott Makin"],"document_date":"2015-01-27","document_type":"tabular","key_locations":["New York","Los Angeles","Chicago","Miami","Boston","Palm Beach","San Francisco","Greenwich"],"document_subtype":"client eligibility criteria","key_organizations":["Quintessentially","DBSI","DBTCA","DBNTC"],"reference_numbers":["EFTA01479190","EFTA01479191","EFTA01479192"]}