The document discusses opportunities and challenges in managing the Deering/Crosby family assets. It highlights the roles of Mr. Deering and Heather Deering Crosby in financial institutions and their current financial management strategies. The memo identifies potential business opportunities with the Deering/Crosby family and their RIA, while also noting challenges such as competition and the need for more sophisticated asset management.
doj/DataSet10/EFTA01374473.pdf
{"key_people":["Mr. Deering","Heather Deering Crosby","Kathryn Deering"],"document_type":"correspondence","key_locations":["Florida"],"document_subtype":"memo","key_organizations":["Mercantile-Safe Deposit and Trust Company","Vornado Realty Trust","Mercantile Bankshares Corp.","Matheys Lane Capital Management L.P.","Rex Capital Advisors","J.P. Morgan Securities Inc.","Goldman Sachs & Co."]}