WELCOME TO TAPESTRY MANAGING NON-FINANCIAL ASSETS WITH UNRIVALED EXPERTISE

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1 WELCOME TO TAPESTRY MANAGING NON-FINANCIAL ASSETS WITH UNRIVALED EXPERTISE

2 Tapestry supports ultra-high net worth clients in the management of non-financial assets throughout their lifecycles from acquisition to divestiture. We offer comprehensive advisory and asset stewardship services so that our clients may enjoy the advantages of their prosperity rather than focus on its administration.

3 THE TAPESTRY DIFFERENCE Tapestry was founded on the belief that non-financial assets should be managed with the same discipline and professionalism as financial holdings. With unmatched experience in property asset and project management, both as consultants to ultra-high net worth families and from within the family office, Tapestry has unique insight into the lifestyle, operational and planning requirements that our clients have for their non-financial assets. OUR DIFFERENCE IS IN THE DETAILS Principal-to-Principal accountability and anytime access Global network of vetted specialists and resources Highest levels of discretion and security Quarterly and annual reporting

4 OUR SERVICES T apestry may be engaged on a full-time annual basis or for tailored services such as the management of specific projects, assets or events. We organize our services around the lifecycle of real property ownership. ACQUISITION ENHANCEMENT O P E R AT I O N S DIVESTITURE

5 ACQUISITION Tapestry serves as our clients trusted partner to identify and select premier properties and locations to meet their needs. Our objective perspective and experience enable us to anticipate operational and management needs as well as improvement opportunities. ALIGNING POSSESSIONS WITH PERSONAL VALUES Our acquisition process includes: Personal needs analysis Broker selection Location and market analysis Property short-listing and coordination of client viewings Due-diligence and physical condition reports Closing assistance Planning, coordination and oversight of property delivery

6 ENHANCEMENT Tapestry assists clients in the renovation, building and property improvement process by managing the effort from idea to reality. Our incomparable knowledge and experience in luxury design and project management allows our clients to see their vision come to life without the stress or time-investment that property enhancement often entails. ENSURING VISION AND REALITY ARE ONE Owner representation Design criteria development Capital improvements and maintenance projects Design team and contractor selection and oversight Design, budget and schedule management Construction management Project close-out and operational turnover

7 OPERATIONS From property staffing and operating procedures to special projects and complex private events, Tapestry s professional operations management services allow our clients to experience the pleasures of luxury property ownership without the worries of oversight and maintenance. SUPPORTING THE SEAMLESS ENJOYMENT OF PERSONAL ASSETS Estate operations forensic analysis Estate financial performance analysis Staffing plans, recruiting, vetting and compensation analysis Property documentation Standard operating procedures Annual operating reports Special projects as needs arise Production, management and logistics of complex private events

8 DIVESTITURE Often, property ownership evolves into a sale, lease or change in ownership structure. Tapestry strategically manages the details of these transitions, liaising with private buyers (or lessees), handling property preparation, relocation coordination and more. STRATEGICALLY MANAGING PROPERTY TRANSITIONS Private sale buyer (or lessee) identification and liaison Pre- and post-condition assessments for transfers Inspections coordination Project management for pre-sale or lease improvements Strategies and management for divestiture of furniture or household inventory Relocation coordination and move management

9 OUR FEE STRUCTURE Tapestry s fees are tailored to the specific requirements of each engagement and are estimated following an initial consultation.

10 OUR TEAM Tapestry is a dynamic firm comprised of highly experienced, uniquely skilled individuals. Our team is composed of senior-level professionals committed to being trusted stewards of our clients resources.

11 FOUNDERS RANDY GANTENBEIN, CEO Randy Gantenbein has over 30 years experience in private estate management and luxury hotel operations and development. Prior to co-founding Tapestry, he was COO at a premier, global, ultra-luxury, private destination club and prior to that served as Senior Director of U.S. properties at Vulcan, Inc. where he managed operations for 12 private estates, and coordinated luxury residential real estate acquisitions. ANNE LYONS, PRESIDENT Anne Lyons has 30 years experience in commercial and residential design, project management and private owner representation. Prior to co-founding Tapestry, Anne oversaw residential project development and an international portfolio of assets for the founder and CEO of Vulcan, Inc.

12 SENIOR MANAGEMENT JUDY BOERNER-RULE, DIRECTOR, OPERATIONS Judy Boerner-Rule has over 25 years experience in private estate operations, luxury hospitality, and complex private event management. Judy is also the founder of JBR Event Management LLC, a consulting firm providing complete event production, management and logistics for ultra-high net worth clients and Fortune 500 companies. BILL HSU, DIRECTOR, BUSINESS AFFAIRS William ( Bill ) Hsu is a licensed business/tax attorney with experience in general legal planning and compliance, business and real estate transactions. Bill was born and raised in Taiwan and is fluent in Mandarin Chinese. He has served an array of Asia-based clients with U.S. inbound investments and transactions. KERRY ALBRIGHT, DIRECTOR, FINANCE Kerry Albright brings nearly 20 years of disciplined accounting practice and critical decision-making to her role as Tapestry s Director, Finance. Prior to Tapestry, Kerry was the Senior Finance Manager for Business Operations at Vulcan, Inc.

13 Tapestry invites you to learn more about our philosophy and services. We welcome the opportunity to speak with you personally