2: Relationships
Which family relationships
(spouse, children siblings, parents, etc.) are most important to you?
What is your religious orientation (and how devout are you)?
3: Assets
How are your assets structured and in whose name (yours, a spouse, a business)?
How do you make money (and how is that likely to change in the next few years)?
4: Advisors
Who are the other advisors you're working with and what role does each advisor play?
Of late, how often have you dropped advisors and added new ones (and why)?