You Are Not Bad With Money. The System Has Us Trapped.
As long as you believe the problem is you, you will never see the design.
Ali Katz's Great Wealth Transfer
Your choices and decisions right now will make or break your family for generations to come. Let's navigate it with your eyes wide open.
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If Your Investment Takes Off, Who Gets the Money?
Making the right investment is only half the story. How you own it can determine whether the growth stays in your family.
Can Your Parents Trust You With What They Built?
The Great Wealth Transfer isn’t just about inheriting assets. It is also about your parents deciding whether you are ready. Are you?
Family Wealth Manager: The Boom-Bust Rule Every Investor Ignores | Keith Alpert
Keith Alpert spent most of his life with almost no view into his family's wealth — until a single conversation turned him into the full-time steward of his father's estate.
Don't Wait Until You're "Rich Enough" to Build This
Most people are waiting for a number that will make them feel secure. It doesn't exist. What does exist has been hiding in plain sight for 140 years.
The Great Wealth Transfer Is Not Just a Rich-People Story
Nearly half of the largest wealth transfer in American history will move through families that do not think of themselves as wealthy—in other words, most of us.
The Real Time to Build a Family Office Is When You Think You Don't Need One | Ali Katz
Over $1 million lost, an IRS audit two years after her divorce, and a lawsuit she couldn't afford to fight — Ali Katz gets brutally honest about the belief that cost her the most.
I Had Million Dollar Businesses and Still Felt Broke | Ali Katz
$124 trillion is moving from one generation to the next — and if you think that's a billionaire problem, think again.
Ali Katz's Great Wealth Transfer
Overcoming money dysmorphia to turn the Great Wealth Transfer into intentional family legacy.