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related to the account AccountoIC Holder DwnerTrust Settlor of / Founder of Foundation Jitimate iSignaton Beneficialor Owner Full POA Lunteo POA Financial InterrnedieySharetoider (HMI Significant (>=25%) to-PIC entity (indicate ownership %) _egal Zepresentative Grantor/Setdor
siness, countries of major activOes, important business partners.) Estimated Annual Income($): Estimated amount of Investable assers($): atimated Net Worth(5): Amount of assets planned to invest with PWM(S): Other Known linancel Institutions: Institution: Country: Est. Asses Under Mgt: Institution:
'elated to this account AccountoIC Holder OwnerTrust Senior of / Founder of Foundation Jitimate iSignaton Beneficialer Owner Full POA Lunteo POA Financial InterrnediaySharetcader (ELM) Significant (>=25%) 4co-PIC entity (indicate ownership %) _eget Representative Grantor/Sett
usiness, countres of major activeks, important business partners.) Estimated Annual Income($): Estimated amount of Investable assers($): atimated Net Worth(5): Amount of assets planned to invest with PWM(S): Other Known linancel Institutions: Institution: Country: Est. Asses Under Mgt: Institution:
related to this account AccounePIC Holder OwnerTrust Settlor of / Founder of Foundation -Renate iSignaton Beneficialor Owner Full POA Lunteo POA Financial InterrnedieyShareticider (ELM) Significant (>=25%) Yon-PIC entity (indicate ownership el ''r) _egal Representative Granto
siness, countries of major activOes, important business partners.) Estimated Annual Income($): Estimated amount of investatte assers($): atimated Net Worth(5): Amount of assets planned to invest with PWM(S): Other Known linancel Institutions: Institution: Country: Est. Asses Under Mgt: Institution:
Entities connected to both Lunteo and Net Worth(5
Ace Greenberg
PERSON
Les Wexner
PERSON
Prince Andrew
PERSON
Harvey Weinstein
PERSONDarren Indyke
PERSON
Paul Volcker
PERSON
Richard Kahn
PERSON
Jeffrey Epstein
PERSON
Bruce Wasserstein
PERSON
Martha Stewart
PERSONWendel
ORGANIZATION
Dow Jones
ORGANIZATION
Bear Stearns
ORGANIZATION
Deutsche Bank
ORGANIZATION
Roshan
PERSONDonny Deutsch
PERSONNew Yak
LOCATIONHarry Beller
PERSONSouthern Trust Company
ORGANIZATIONMartindale-Hubbell
ORGANIZATION