jobs ahead
[{"sender": null, "recipients": ["Brad Wechsler"], "timestamp": "Sun, Dec 28, 2014 at 5:18 AM", "subject": "jobs ahead", "body": "Melanie Spinella po Ada Clapp\n\n1. review accounting system. Book keeping softaware. _ staff, ( senior accountant ) methods on line banking,\nbrokerage. cash mgmt. airplane reimbursement. boat sale. art purchases sales use and sales tax. tax\n\nfilings FBAR FATCA, gaming commsion, pfics, insurance . uk co law.\n\n2. review docs for TRA BRH grats, trusts, heritage will, insurance, art lending. medical, springing\n\npowers. two fire drill books. one needed for injury. other for death\n\n3 review bills. boats , planes, legal, (PW, McFarlands all outside. legal and accounting. Toms bills over\n400k . house projects. south ny ben\n\n4 cashflow projections tax projections , interaction with Apollo accounting tax, Phaidon ,art space ,and\nRegan. legal accounting. audit\n\n5. children meetings , review to date and allocations\n\n6 review all role in payables. files scanned, no paper\n\n7 review invesmtents for tax basis and unrecognized gain\n\n8 schedule of all hedge funds . redeemables commitments etc.\n\n9 charities pledges strucutre, staff ,"}, {"sender": null, "recipients": ["Melanie Spinella"], "timestamp": "Fri, Feb 20, 2015 at 5:52 AM", "subject": "jobs ahead", "body": "purchasing support, $?? software servers. video conferencing, tax oversight.\n\nIbelieve You should rapidly address trustees , gift trust, succesion, wills of debra and\nchildren, , monetization events , cash flow. ete Ican ofcourse share my experiences with you on each\nissue.\n\nWith regard the more pressing issue I am uncertain of just how to proceed. I am torn, as my very strong\ninclination is not to be involved at all. It is extremely time consuming, delicate, fraught with many pitfall many\nthat will make you very upset and a major pain in the ass. I wrote you months ago that the quality of the people\ninvolved need to be upgraded. ( lucky for me these last issues arose way before the begining of my\ninvolvement ) Iam also aware however of my overarching friendship obligations of ok, -given all the\ncomplexities who else can do it? problem.\n\nYour family office needs a daddy. children with good intentions are running around , sniping , nitpicking with\nlittle direction. As a stopgap measure I am suggesting , we put in Larry Delson to take charge Everyone would\nreport to him. eileen included. He would however work for me. this is not, by a long shot my first choice as I\n\nprefer only being responsible and standing behind my own personal work ( ie the word DONE will no longer\nbe transmitted to reflect status stated by others )\n\nWith no commitment on my part whatsoever, to do it. So far as I have failed in my attempt in trying to\nthink through the problem creatively . My organizations handling of the more complex isssues I believe you\nmight find very costly, very ! (however many structures available some risk sharing, maybe risk caps ,etc ) but\nwould require my teams doing the work , not yours. Ada should be only a trust, grat administrator. not sure\nwhat role you prefer for Eileen as you hired her initially to oversee investments. whether Rich your controller\nstays or not, is not urgent. having Tom report to a new person,- is. coordination with Suydam Kathy gregory,\nI would suggest limiting to one person. The increasing public profile needs to be taken into consideration.\n\ntalk later..\n\n1)pg1 A” unequal shares\". pg 23 \"removal of trustees \" absolute. dont be confused with abiltiy to set up\nseperate trusts, , 2) I am reachable this afternoon in europe. oncell. 3. on another note . -our financial\nagreement ended months ago . seperate from the art partnership (which i was told yesterday to my\namazement is still not funded) . 1am obligated to complete ? the time 1 have dedicated since oct/ dec has\nbeen spent mainly as your friend. tom, brad though i am fully cognizant of my responsiblities. I will try to\nhelp find people. Iam not good at human resources. howevr If I don;t think they are good enough for you. I"}]