Adam Katz has been married to his wife Dana since 2001. They met in Club Med in Turks and Caicos on vacation with friends — and the rest is not only history, but it also directly and indirectly fueled a bunch of what’s in this book. Along the way, they had two amazing kids, who are now 20 and 16. Adam’s own career, entrepreneurship and parenting journey helped shape many elements of this book.

Adam spent the first 20 years of his professional life at Merrill Lynch, with two distinct careers. The first dozen years spanned a variety of leadership roles within investment product, sales and strategy. He spent the last eight years as a Private Wealth Advisor. He and his team left Merrill in 2018 to form their own independent wealth management firm called KORE Private Wealth, which they sold in just four years in 2022, to what is now CORIENT. Adam is currently a Partner and Head of the Entrepreneur and Founder Practice at CORIENT, one of largest and fastest growing wealth management firms in the world.

Fun fact: Adam was the 2009 176-lb. New York State Armwrestling Champion (Amateur Division)