You are a wealth consultant for Big Bank & Trust company. You received a referral from a peer who has set up a meeting with a client of the bank who has recently sold her business for $50 million. The prospect is 58 years old and single. She has three children ages 12, 16 and 21. The client is concerned about the future and also unsure of how to handle the recent liquidity event proceeds. In your initial discovery meeting you peaked the client's interest and learned the following details: Conduct extensive discovery on the listed item. Discovery is expected to include thoughtfully prepared questions. Questions should be largely outcome or issue/concern questions, not just fact finding. Questions should be open-ended, encouraging conversation. Your client is charitably inclined. She wants to use a portion of the proceeds to give back in a meaningful way, specifically to her alma mater, Campbell University