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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.
In this solo episode, Ali breaks down the belief that quietly cost her the most: "this doesn't apply to me." Despite starting her career working on tax transactions for Warren Buffett and Charlie Munger's law firm, she didn't think legal, insurance, financial, or tax planning applied to her own life — a belief rooted in growing up as the "poor" family in a wealthy Miami community. That single belief ended up costing…
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