We build the law firms, tech, tools, and leaders to help families steward wealth across generations and improve quality of life for all.
For nearly two decades, our network of lawyers has helped families plan for what matters most and keep their loved ones out of court and conflict. Now we're building the holistic LIFT: legal, insurance, financial and tax family office layer the everyday family needs, and doesn't have.
Built once. Sold. Left the industry. Returned to rebuild at scale.
Ali Katz has spent more than twenty years changing how families get legal and financial guidance. She started by changing her own law practice, then taught thousands of other lawyers to do the same with her Life & Legacy Planning counseling-based methodology for estate planning.
A family office for the families the industry skipped.
Families with $2 million to $30 million need a family office. Most don't know it exists, and the ones who do can't get access. The wealthiest families have a coordinated team for their legal, insurance, financial, and tax decisions. Most families have scattered documents and advisors who never talk to each other. We're building the access: one place for a family to see what they have, who's involved, and what needs to happen next.
See it all. Everything a family has, and who's involved, in one place.
Coordinate it. Legal, insurance, financial, and tax advisors working from the same picture.
Carry it forward. A family that knows what to do, generation after generation.
One holding company: the training, the brand, and the technology, built to work together.
New Law Business Model
Trains estate planning lawyers to build relationship-based practices and earn the Personal Family Lawyer® designation.
newlawbusinessmodel.com →
Personal Family Lawyer®
A national network of firms offering Life & Legacy Planning for families.
personalfamilylawyer.com →
LIFTed Advisors
Advisors who coordinate a family's legal, insurance, financial, and tax decisions.
Learn more →
Ali Katz
Teaching, writing, and conversations that help families talk about inheritance.
alikatz.com →
Ali Katz
Ali is the founder and CEO of Eyes Wide Open Collective and the creator of the Personal Family Lawyer® model. She's a lawyer, bestselling author, and private advisor to families, business owners, and inheritors.
Her work bridges generations, and it bridges the practical and spiritual sides of Life & Legacy Planning®.
As seen on
7x Inc. 5000 Honoree
Our North Star: Helping Purpose-Driven Families Use Their Resources to Improve Quality of Life
A quadruple bottom line.
People
We are nothing without the hands, hearts, and minds of the people we collaborate with and serve.
Planet
We are Earthkeepers, in service to Mother Nature and guardians of her legacy.
Purpose
We're here to help create the more beautiful world our hearts know is possible.
Profit
Profit is the fuel to create more, and to share the wealth of what we create together.
Let's talk.
For investors, partners, press, and event organizers.
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