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3.54 MB
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Extraction Summary

15
People
8
Organizations
2
Locations
1
Events
3
Relationships
5
Quotes

Document Information

Type: Email draft / memo
File Size: 3.54 MB
Summary

This document appears to be a draft memo or email from Jeffrey Epstein to Leon Black (implied by context of family names and business deals). It outlines a series of estate planning and financial directives, including restructuring trusts, wills, and business assets like Phaidon and Artspace. The second half of the document is a grievance regarding unpaid consulting fees, where Epstein claims he was promised $50-60 million for his services but was ultimately offered only $20 million, expressing that this breach of agreement has left him 'uneasy' despite their close friendship.

People (15)

Name Role Context
Jeffrey Epstein Author (Implied)
Author of the memo, demanding payment for financial consulting services.
Leon Black Recipient (Implied)
Recipient of advice regarding Phaidon, Apollo, family trusts, and estate planning. Referred to as 'closest of friends'.
Richard Trustee (Former)
Mentioned as no longer being trustee; suggested to buy Artspace.
John Suydam Suggested Executor
Referred to as 'suydam'; Apollo Chief Legal Officer; suggested as executor of the will.
Barry Backup Executor
Suggested as backup executor.
John Backup Executor
Suggested as backup executor.
Debra Black Wife of Recipient
Mentioned regarding estate planning ('fire drill'), trusts, and gifts.
Alex Black Child of Recipient
Mentioned regarding trust protections.
Victoria Black Child of Recipient
Mentioned regarding trust protections.
Rick Bronstein Advisor
Criticized by the author for lack of tax experience.
Brad Karp Lawyer
Paul, Weiss chairman; involved in fee negotiations; author questions his choice of advisors.
Halperin Advisor
Noted to have a conflict that should be addressed.
Alan Advisor
Likely Alan Schwartz; criticized for lack of unique ideas; his involvement was used to justify a discount in fees.
Rowen Associate
Likely Marc Rowan (Apollo); mentioned regarding a request re: Athene.
Eileen Associate/Staff
Mentioned in footer regarding funds found ($4 million).

Organizations (8)

Name Type Context
Phaidon
Publishing company; subject of merger and payout discussions.
Artspace
Company suggested to be merged with Phaidon.
Rothschild Bank
Mentioned regarding distribution networks.
Rockefeller Rothschild
Mentioned as a private bank.
Athene
Insurance company; mentioned regarding taxes and requests.
TRA
Financial entity to deal with.
BRH
Financial entity to deal with.
Judy Black Trust
Trust fund to be 'got rid of'.

Timeline (1 events)

N/A
Meeting in the dining room regarding advisory fees.
Author's Dining Room

Locations (2)

Location Context
Location of a meeting between the author and recipient where fees were discussed.
UK
Mentioned regarding a visa issue.

Relationships (3)

Jeffrey Epstein Friend/Advisor Leon Black
Refers to him as 'closest of friends'; provides detailed financial and estate planning advice; demands fees.
Jeffrey Epstein Adversarial/Professional Brad Karp
Epstein questions Karp's choice of advisors and whether Karp knew of prior agreements; suggests a sit-down meeting.
Jeffrey Epstein Professional/Critical Alan
Epstein claims Alan has not proposed a unique idea in three years.

Key Quotes (5)

"rick bronstein said the only 1040 he ever filled out was his own. ( this is brads chosen advisor??!)"
Source
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Quote #1
"you are my closest of friends ,but my experience is that when amounts get large, people tend to get unhappy when it actually comes time for them to pay"
Source
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Quote #2
"From day zero a 50 - 60 million price was attached as the fair price of the transaction just completed"
Source
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Quote #3
"though no one could posit such a large amount unless they were wearing a brightly colored clown suit."
Source
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Quote #4
"I believe the decision re paying only 20 m has frankly left me felling quite uneasy."
Source
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Quote #5

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