WILLIAM MASUCCI Responsibilities and Introductory Information: I have been the CEO/CFO for a large single family office based in Upstate NY for approximately 15 years. My sole reason for considering a change is that the Patriarch is nearing 89 and is requiring me to relocate to Florida with no succession plan in place should he pass. I inherited, on the financial side an asset base with no allocation or other cohesive plan to manage the money effectively. It was basically office managers deciding what they wanted to purchase that day without regard to how one decision affects another. The Patriarch then gave me the full responsibility of managing the assets for the family. In addition to starting with a large asset base, I oversaw the proceeds from their liquidity event and have had full discretion over the portfolio with responsibility ranging from asset allocation, to manager selection, to performance reporting and everything in between. The Patriarch has no involvement in the process at any level and chooses not to. I am responsible for all due diligence and all decisions managing the entire portfolio and have P.O.A. over the assets. The allocation ranges from long equities, to alternatives, to a broad fixed income mandate. Some of the portfolio I manage myself, while some of it I act as the quarterback to outside managers. I have also put in place safeguards to double check the activity. I also have P.O.A. over the family's banking relationships and manage all cash flow, bill paying, and customary banking needs as expected for a high net worth family. While most family offices for the ultra- rich have multiple people doing multiple things, they choose to have me perform all duties in all areas for them with just some administrative help. To put in candidly, I basically do everything for the family from financial to non- financial management. In addition to the financial management, I oversee the buying and selling of commercial and residentia