Senior Corporate Attorney
A Senior Partner at a major New York law firm in late forties. She and her husband have significant excess income and previously handled their financial matters using a do-it-yourself strategy.
Business Owner
60-year-old business owner located in midtown Manhattan. Stable, below-the-radar, second generation manufacturing and distribution company. Married with three adult children, all of whom are married with children of their own.
C-Suite Executive
Longtime member of Senior Management at $2B annual revenue multinational corporation. His wife, a trained actuary, participates in their financial decision-making process while managing the household and their two kids.