New Introductions & GenOne Recap The meeting commenced with informal introductions and a recap of the GenOne initiative. Participants expressed excitement about the potential of the initiative and the brainstorming opportunities it presents. The discussion highlighted the use of AI in the business community, particularly in the investment sector. The potential of AI to streamline…

Private Equity Investments Understanding Investment Advisor Fees Asset Allocation Optimization Investment Opportunities Family Governance Family and Friend Relationships Philanthropy & Mentoring Jewelry Purchases Luxury Vehicles Luxury Real Estate Luxury Travel Opportunities Private Aircraft Travel Executive Health Care and Insurance Health and Longevity Aging and Care Exercise & Pain Management Diet, Food & Weight. Emotional Health…

Tom Quinn (Sponsor) Julie Maryon (Facilitator) Amber Sheehan Alex Kowalski Brian Demkowicz Ed Hirsch Emily ? Eric Singer Gary ? Jeffrey Kaftan Joe Haney Marc Schechter Michael Berger Pete Scodeller Ron Blank Sandy Kronenberg

GenOne Beta Group Detroit Group Detroit Property Rental Group Private Equity Cowboys

Members Advisors Knowledge Base Charter Meeting Summaries

Partner: Lisa Quinn Cell: (810) 300-6410 Email: tquinn@attorneyhub.com Address: 3919 Lakeshore Rd. Lexington, MI 48450 Bio: Patent attorney who successfully dabbled in legal tech. Hobbies: Family, hunting, fishing, Montana, building businesses that digitize & optimize analog processes.

Key Contacts Vendors Financial Accounts Physical Assets Insurance Documents Estate Planning Documents Marketplace Purchases Miscellaneous

Estate Planning Julius Giamarco Giamarco, Mullins and Horton 101 West Big Beaver Road Troy, MI 48084 5280 Tenth Floor Columbia Center Jordan Smith Schechter Wealth 111 E. Merrill Street, Suite 400 Birmingham, MI 48009 Private Equity Investments Marc Schechter Schechter Wealth 111 E. Merrill Street, Suite 400 Birmingham, MI 48009

Advisors Key Takeaways from Meetings Checklist Playbook Strategies