Professional Summary
Professional Overview
Ali Katz is a dynamic entrepreneur and legal professional with a strong track record of founding and leading successful ventures in the estate planning and business strategy domains. As the Founder and CEO of New Law Business Model (NLBM), Eyes Wide Open Life (EWO), and the Family Wealth Planning Institute, she brings a unique blend of legal expertise, visionary leadership, and strategic business acumen to her work.
Experience Summary
Current Roles
Founder & CEO, New Law Business Model (NLBM) (2006 - Present)
- Spearheads the strategic direction and operational management of NLBM, a pioneering legal services firm that reimagines the traditional law practice model.
- Develops innovative programs and frameworks to empower attorneys in delivering exceptional client experiences and building thriving, purpose-driven practices.
- Drives the firm's growth and expansion, leading a team of legal professionals in providing transformative solutions to entrepreneurs and families.
Founder & CEO, Eyes Wide Open Life (EWO) (2013 - Present)
- Founders and oversees EWO, a personal development and leadership coaching company that helps individuals and organizations unlock their full potential.
- Designs and delivers transformative programs and workshops focused on mindfulness, self-awareness, and strategic life planning.
- Serves as a trusted advisor and mentor to clients, guiding them in aligning their personal and professional goals.
Founder, Visionary, Estate Planning Attorney & Strategic Business Counselor, Family Wealth Planning Institute (2006 - Present)
- Leads the Family Wealth Planning Institute, an organization dedicated to empowering estate planning attorneys and financial professionals.
- Provides strategic guidance and technical expertise to help clients create comprehensive wealth transfer and preservation plans.
- Collaborates with a team of legal and financial experts to develop educational resources and innovative planning methodologies.
Career Progression
Prior to founding her current ventures, Ali Katz gained valuable experience as an Associate Attorney at the prestigious Munger Tolles & Olson LLP law firm, where she honed her legal skills and gained exposure to complex estate planning and business law matters. She later served as the Owner of Martin Neely & Associates, further deepening her expertise in the estate planning and wealth management industries.
Academic Background
Ali Katz holds a Juris Doctor (J.D.) degree from a top-tier law school, where she distinguished herself as a dedicated and high-performing student. Her legal education, combined with her passion for innovation and client-centric service, has been instrumental in shaping her successful entrepreneurial journey.
Areas of Expertise
- Estate planning and wealth preservation
- Legal practice management and innovation
- Strategic business consulting and advisory
- Coaching and personal development
- Mindfulness and transformative leadership
Professional Impact
Through her pioneering work at NLBM, Ali Katz has been a driving force in the legal industry's shift towards more client-focused, technology-enabled, and purpose-driven practices. Her innovative programs and thought leadership have empowered hundreds of attorneys to revitalize their businesses and enhance their client relationships.
In her roles at EWO and the Family Wealth Planning Institute, Ali has made significant contributions to the personal and professional development of her clients, helping them navigate complex life and business challenges with clarity, confidence, and purpose.
Conclusion
With her unwavering commitment to excellence, visionary thinking, and a deep passion for empowering others, Ali Katz continues to be a trailblazer in the legal, estate planning, and personal development arenas. As she guides her multifaceted ventures into the future, she remains dedicated to transforming the lives and businesses of her clients and inspiring positive change within her industries.
