This document outlines the relationship and account planning for the Lindemann family, specifically Adam and George Lindemann Jr. It details their business background, banking relationships, and challenges faced in lending opportunities. The Lindemann family has significant wealth from past business sales and maintains primary banking relationships with BAML and UBS. The document discusses the challenges in providing loans due to high leverage and competition from other banks.
doj/DataSet10/EFTA01434316.pdf
{"title":"2018 Account Planning - Lindemann","key_people":["Adam Lindemann","George Lindemann Jr","George Lindemann","Stewart Oldfield","Laura Farischon","Joshua Frank"],"document_date":"2018","document_type":"correspondence","key_locations":["New York City","Los Angeles","Miami","Montauk"],"document_subtype":"account planning document","key_organizations":["Deutsche Bank","BAML","UBS","Credit Suisse","Metro Mobile","Southern Union Company","ETE","Bass Museum of Art"],"reference_numbers":["EFTA01434316","EFTA01434317","EFTA01434318"]}