The document outlines the account planning for the Tisch Family, detailing the relationship team, client profile, and opportunities and challenges. The Tisch Family, with a significant fortune from Loews Corp and other investments, has a longstanding relationship with Deutsche Bank. The document highlights the family's consolidated custody and reporting with Northern Trust and limited opportunities for Deutsche Bank due to existing arrangements.
documents/vol00010-efta01369973-pdf.pdf
{"title":"2018 Account Planning - RM Contribution","key_people":["Joan Tisch","Wilma 'Billie' Tisch","Preston 'Bob' Tisch","Laurence Tisch","Jonathan Tisch","James Tisch","Andrew Tisch","Barry Bloom","Steve Warner"],"document_date":"2018","document_type":"tabular","key_locations":["New Jersey"],"document_subtype":"account planning document","key_organizations":["Deutsche Bank","Loews Corp","Northern Trust","New York Giants"]}