Where Leon appears
37 total
…ate: Thu, May 12, 2016 at 6:17 AM Subject: tight schedule lets try a set time to speak To: Melanie Spinella < Leon, you hired me to produce a work of art. it was not inexpensive. the value far exceeds any other piece in your collection.- by...
…o total 7 m savings if both sold Date: Fri, Jun 3, 2016 at 5:56 PM Subject: To: Heather Gray (iii i > heather leon seems to not recall the issue of finding an alternative to the eschange agents resale cerificate. he didnt remeebr you sugges...
…nd for all adas concerns re the bronzes. . alan should opine on valuation ranges? rather than estimates. . 3. Leons input re gagosian purchase. ( trade in, 1031 if 17 likely transfer- . scream, phaidon. plane and boat. 4. I would like to re...
Subject: To: Melanie Spinella < Leon, I decided last week that there was little or no upside in disturbing your well earned holiday especiaily as you seemed so peaceful happy and smiley ,getting yourself in shape and truly enjoying your fam...
Subject: To: Melanie Spinella i, Leon, Yesterday , | again spent hours upon hours of my time with your office. ,( speak to brad to get flavor) and you and 1 will discuss the results in gory gruesome detail on Friday. it mirrored many other...
ide. Leon did not want to use a gallery because he was concerned about confidentiality and he did not want to have to ask a gallery that he did not do much business with to act as exchange agent. When Leon first discussed the exchange for t...
…vings if both sold Date: Fri, Jun 3, 2016 at 5:56 PM Subject: To: Heather Gray ______________________ heather leon seems to not recall the issue of finding an alternative to the eschange agents resale cerificate. he didnt remeebr you sugges...
… who signs in sale of shares vs enitities. ? ie managing memebrs. . 2 . 3 new trusts. Apo-o , dynasty, ( does leon want to put in new restrictions per child ). - publishing interests. . 3 11c, for investments 4 names insured? guarnatees? ar...
…uestion at all, a failed experiment. In the words of a banker that made a call on your office. what happened? leon seems to have replaced Eillenn with a team of Shleppers. ? I know you care little for what they may think, but the legacy you...
w. . take a tax partner from a major firm. to replace joslin, cost 1 + mil . keep heather and ssmantha. . bring in full time IT person. ASAP . your lighting contractor in your new townhouse has better IT than your multi billlion dollar anti...
ip, choice of paintings. . re do structure of consultants. tax re family office. . decide if investments are a realistic option in the next three years.. insurance. operations. airplane , etc. . art foundation , private. max charity contrib...
w critical decisions on your part still await , will fill in nec blanks, 1, how much of upside to kids. , 2, protections . 3 allocations. 4. charitiable, inventory, securities, HOUSE OVERSIGHT 023282 2 .to engage the second phase if you so...
hough he would officially start in jan. I said ok, but..... " you told me to continue as we would work something out" I told you my fee then was 40. feb you came with ben while kathy ruemmler was here. and said next week, debra got bad news...
__ Leon, I decided last week that there was little or no upside in disturbing your well earned holiday especiaily as you seemed so peaceful happy and smiley ,getting yourself in shape and truly enjoying your family time. etc. however the si...
…to distinguish fact from opionion As the consequences of any decision is likely to have some very bad parts , Leon needs to be cognizant of as much as the downside as we can adequately foresee. Date: Wed, Sep 23, 2015 at 12:07 AM Subject: F...
you would lay out for me what you thought was encompassed by the concept. that was end of january Training brad?? who was your choice . not mine ,by a long shot. only brought on in january? ? hundreds of hours spent . eileen debrief? 2. boa...
alegals miriam. etc. still need new accounting system - on line banking . staff hires. ( seprate from samantha two years out of school ). audit system, . ?? john murphy? joslin? dag? eva?. i strongly suggest workers at the highest level of...
ir competence left much to be desired. ( ralph lerner's came later ) .response - eileen ran the desk, tom is a partner, ralph wrote the book etc re tax there was almost no oversight of income, estate, gift ,sales and use, transfer excise et...
ic of the silliness that appears to continue. ..... 1. How can we ask for a legal opinion when it is crystal clear that we don't yet have accurate facts or numbers , f. 2 Invoices have not been reviewed! corporate structure is convoluted an...
mployee rules, regs,. checking account reconciliations, crediti cards. jewelry, cost basis ,( art stock etc.) foundations regs , brokerage accts,. stock options,( ie environmental solutions still not done !). estate tax calcualtion firedril...
