Alexis Neely

Alexis Neely

Alexis Neely is founder of the groundbreaking Family Wealth Planning Institute.  She has created a unique resource that is revolutionizing the way personal legal services are provided to families and small business owners in the world today.

Alexis began her career at the prestigious, white‐shoe law firm of Munger, Tolles & Olson and left after only three years to start her own law firm, Martin Neely & Associates, when she recognized that the cold transaction‐based, hourly billing model of the traditional lawyer didn't match up with her dream of creating a personal relationship with her clients. After only a short time in practice on her own, Alexis had what she now calls an epiphany when she recognized that everything about the traditional business model of the small firm lawyer was broken.  She then set out to create a whole new business model that left behind hourly billing and focused on proactive continuous communication with clients and a revolutionary membership model for ongoing service.  Within just three years, Alexis had built a business with annual revenues of more than a million dollars per year. In late 2006, Alexis began licensing her new business model to other lawyers and has now created a network of lawyers who offer families and small business owners affordable access to a long‐term, profitable relationship with their own personal lawyer.