Our Process to help our Business and Wealth Strategies™ Clients:
Ⅰ Review Engagement
We listen and ask questions to gain a basic understanding of your particular situation and concerns. Where appropriate, we explain our planning process and set a time for you to meet with us and your trusted advisors.
Gathering & Evaluation
If you wish for us to review your affairs, we will quote a fee for this initial review and will request your:
- Most current financial statements (including asset ownership and basis);
- Past three years of individual and business tax returns;
- Existing legal planning documentation; and
- Supporting data and documentation.
If we determine that our services can be valuable to you and your family, we visit with you and your selected advisors for a one or two-day retreat to more fully understand your family, business, assets, concerns, and goals – far more than tax savings and asset protection.
Based on your needs and desires, we formulate the parameters of the Design Engagement, including design fees, deadlines, and responsibilities.
Ⅱ Design Engagement
Analyzing & Testing and Building The Plan
With your advisors we create a plan by analyzing, testing, and challenging combinations of planning theories and strategies that specifically meet your needs. Where appropriate, through the use of narratives, graphs, charts, and schedules, we build your comprehensive, dynamic, workable, and understandable Wealth Strategies Plan.
Presenting the Preliminary and Enhanced Plans
We take you step-by-step through the Preliminary Plan for your understanding and input to further tailor the plan. Where desired, we refine and re-present the Enhanced Plan. Together, we set the specific fees, timelines, and goals for the Implementation Engagement
Ⅲ Implementation Agreement
Every detail of the plan is assigned to the appropriate advisor for immediate action. Each advisor then implements their portion of the plan, including funding, reporting, management, and legal documentation.
Following implementation we meet with you and your other advisors for a Confirmation Meeting to review and address the Implementation Details; Exception Reports; and Remaining Questions.
To learn more about our Wealth Strategies™ Planning Programs:
- Business and Wealth Strategies™ Plan
- The FamilyCounselor™ Program
- Planning for Affluent Families and Business Owners
Strazzeri Mancini LLP helps:
- Business Owners; and
- The Advisors they work with
- Assets Protection;
- Litigation; and
- Complex Domestic and International tax issues