Ali Katz​

Family Wealth Expert

Ali Katz helps inheritors and their aging parents talk about wealth transfer, while strengthening family relationships and legacy.

Today, through her companies and nationwide network of 800+ Personal Family Lawyer firms, she has helped protect over $25 billion in family assets and supported more than 500,000 families navigating inheritance.

She builds the financial and legal systems that allow inheritance to strengthen families instead of fracture them.

Credentials & Experience

Education & Legal Background

John M. Olin Law & Economics Fellow

Georgetown Law, summa cum laude (1999)

Law Clerk for Senior Judge Peter T. Fay

CA Bar No. 212365 (Alexis Martin Neely)

Founder, Martin Neely & Associates

Supporting 800+ Personal Family Lawyer firms nationwide.

NewLawBusinessModel

Business Impact

Six-time Inc. Magazine 5000 CEO

800+ Personal Family Lawyers trained

$2.4B in revenue generated across trained firms

500,000+ families served

$25B in family assets kept out of court and conflict

Delivering estate plans designed to work in real life, not sit on a shelf.

PersonalFamilyLawyer.com

My Story

I grew up in one of the wealthiest communities in Miami. Private schools. Summer camp. The zip code was insiders’ shorthand for stability, affluence.

Inside our house, money moved like a weather system—charged, unpredictable, intangible—but never grounded in open discussion. After all, my father had everything under control. Brilliant, charming, and quick, my dad could make thin air feel like a bank vault.

When I was in fifth grade, he went to jail for selling fraudulent oil leases to retirees. Everything was wiped out—for the people he’d conned, including my mother, my sister, and me.

I scrapped my way through high school, college, and law school and came to understand something uncomfortable: I was my father’s daughter. The sharp mind. The persuasive instinct. What I did not want to inherit was the illusion of value.

The Chaos Behind the Plan

After graduating first in my class from Georgetown Law, I joined the estate planning department at one of the most prestigious firms in the country. It seemed like the invulnerable perch from which I would protect families from the kind of havoc that had wrecked mine.

The estate plans were immaculate—precise language in thick binders with the gravitas of vault doors. But behind them was disorder. Assets were scattered across accounts, advisors, and assumptions. Financial advisors and attorneys operated in parallel, not together.
Clients signed documents and believed the job was finished. But when assets changed, the plans did not. When someone died or became incapacitated, families often had no coordinated inventory, no clarity about titling, no integration between their legal, financial, and insurance decisions.

That’s when I realized: The system wasn’t malfunctioning. It was functioning exactly as designed.

Big Step Forward—and Out​

By then I had children of my own, and I saw a gap no one was addressing: what happens to minor children in the first hours of a crisis? Most estate plans name long-term guardians in a will. But in an emergency, authorities look for immediate legal authorization in the home. Without it, children can be placed in temporary state care while courts sort through paperwork.

I built a system that sealed that gap—clear authorizations, accessible instructions, immediate authority. It was less ornate than the binders I drafted at the firm and far more durable.
Parents understood the difference immediately. The practice grew fast. Within three years, it was generating seven figures and training lawyers across the country. From the outside, it looked scalable, and in many ways it was. But it was also expensive and dependent on constant forward motion. My monthly overhead climbed to roughly $70,000. Revenue was strong, but profit depended on velocity.
And I began to see the limit of what I had built. The model solved a real problem, and families felt relief. But advisors still worked in silos. Better documents could not correct a fragmented system. I could have kept scaling. I might have sold the company. But doing so would have meant expanding—or transferring—a structure that still relied on episodic transactions and acceleration. I was running a large machine built on a model I no longer believed was sufficient.
So I dismantled it.
I filed bankruptcy, shut down the organization, and moved with my children to rural Colorado. It wasn’t a cinematic collapse; it was a reset—removing the overhead and noise so I could examine what actually worked.
Stripped of scale, the insight clarified: Wealth transfer is not a document problem. It is a coordination problem. That reset forced a harder question: what is wealth actually for?
The answer began with trust. I asked my mother—an art teacher who had been financially harmed by my father—to help me access $150,000 in business credit. She did not have cash. What she had was a credit score, the most stable financial asset in her life.

What I Asked My Mother​

Asking her meant confronting everything unsaid between us—my father’s fraud, my own bankruptcy, the pattern of brilliance untethered from durability. I could not sell her a vision. I had to show her a structure.
So, I laid out the numbers, the redesigned model, the integration between legal, insurance, financial, and tax planning that had been missing before. Recurring revenue instead of episodic transactions. Lean overhead. Intellectual property instead of velocity.
She said no at first. Then she said yes.

That decision rebuilt more than a company. It changed how we related to each other. Money was no longer silence or leverage. It became alignment.

What Wealth is For

Through the New Law Business Model, I rebuilt differently. Today, more than 800 Personal Family Lawyer firms operate within that framework, serving over 500,000 families. Together they have generated more than $2.4 billion in revenue while keeping over $25 billion in family assets out of courts and conflict.
But scale is not the point. Integration is.
Legal, insurance, financial, and tax planning must function as a coordinated system. Estate planning must be alive—reviewed, communicated, updated. Families need inventories, not just documents. Conversations, not just signatures. Wealth must move while people are still here to guide it.
That shift became personal. I invest in my daughter’s leadership inside the company—not as an heir waiting her turn, but as a contributor with defined responsibility. I invest in my son’s homestead in Colorado—not to insulate him from effort, but to give structure to his work.
For generations, money in my family was used for illusion or control. It appeared suddenly or vanished suddenly. It was hoarded, hidden, weaponized.
I use it differently. Resources are shared with structure. Authority transfers gradually. Expectations are explicit. Accountability moves both directions. That is a living legacy: not assets sealed away, not power withheld, but infrastructure built between generations.
Wealth is a system of bridges—engineered with care, maintained over time, designed not to lock people out but to carry them forward.
My father made thin air feel like security.
I build systems that connect—and endure.
So can you.

My Books

Wear Clean Underwear

A Fast, Fun, Friendly—and Essential—Guide to Legal Planning for Busy Parent

Now that you’re a parent, wearing clean underwear in case you are in an accident, is not enough. There are critical legal planning steps you need to take. Do you have a sure-to-work plan to make sure your children would stay in the care of people you know and trust, from the first critical hours through the rest of their childhood? Presented in an easy-to-read “choose your own adventure” story format, Wear Clean Underwear walks you through the legal process that triggers when a child loses a parent, and shows you exactly how to do the right thing for the people you love most.

Buy on Amazon

The New Law Business Model

Build a Lucrative Law Practice That You (and Your Clients) Love

You became a lawyer to help people and have a great life. Instead, you’re working insane hours, not making the money you had hoped, and are not fulfilled by your life as a lawyer. If you’re a lawyer, there’s no need to abandon your dreams. In this book, Ali shows how to use your most valuable asset—your law degree—for the good of families, small businesses, and most importantly, your well-being. 

 

The old law business model is broken. It’s time to replace it with one that works for you, your family, and your clients. It’s time to take back your time, your income, and your humanity.

Buy on Amazon

Featured Articles

We Are All Inheritors

Inheritance isn’t restricted to wealth: It’s everything your parents leave behind. Literally. Learn how shifting your perspective can help you handle the transfer.

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Ali Katz March 13, 2026
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