To Help you make sure and you wealth strategies are current, Strazzeri Mancini LLP offers the FamilyCounselorTM Program
Given the continuous process of change, your Wealth Strategies plan will not accomplish its purpose if it is not maintained. With all the sound bites and media static, it is hard sort out what affects your family and your plan. Wealth Strategies plans are not plug and play. They must allow for a myriad of family, personal, financial, and legal changes, as well evolving advisor experiences and techniques. To help you make sure you and your Wealth Strategies plan are current, Strazzeri Mancini LLP offers the FamilyCounselor™ Program.
As a Member of the FamilyCounselor™ Program, we are your first stop for legal, financial or tax questions. We are a phone call away for access to attorneys and will either help or coordinate someone who can help.
Our Process to help our FamilyCounselor Clients:
The Family CounselorTM Program
I. Introductory Visit
We meet for about an hour to listen, ask questions and gain a current understanding of your concerns and desired outcomes. Where appropriate, we explain our process and set a time for you to meet with us and your trusted advisors to chart the preliminary course of the FamilyCounselor™ Program for this year.
II. Gathering and Evaluation
We gather, review, and synthesize your existing Wealth Strategies plan including new and/or changed data and then meet with your Collaborative Advisor Team to review our initial impressions and refine the Tactical Planning Session agenda.
III. Tactical Planning Session
We facilitate your family or team members through a full day of tactical planning utilizing our “Nine Key Business or Family Questions” exploring your legal, financial, tax and family developments. Together we identify areas of misalignment and alignment.
Where concerns exist, we seek clarity of the problem and possible solutions that may not have been obvious before and allow you to recalibrate as things may change. We then develop this year’s potential Enhancement Initiatives to be assigned to the appropriate advisors and team members with timelines and responsibilities.
IV. Enhancement Initiative Implementation
Through phone calls, email, mail and physical meetings, your advisory team assists, coordinates and assigns the implementation of each of the Enhancement Initiatives while keeping you and each other informed.
V. Advisor Update and Planning Session
As Wealth Strategies plans are not plug and play, we need to benchmark and monitor your plan and goals, keeping in mind end of year tax planning and current asset and estate values. In a half day session, we coordinate update meetings with each of your advisors to understand the current status and progress regarding your legal, financial and tax situation, organized by advisor and associated enhancement initiatives.
VI. Enhancement Initiative Implementation
Your advisory team continues communication amongst each other and you while finalizing the enhancement initiatives and refinements developed at the Advisor Update and Planning Session. We help you and the advisory team stay on track, complete implementation and prepare for the end of year Confirmation meeting.
Following implementation, we meet with you and your other advisors for a half-day Confirmation Meeting to review and address the Implementation Details; Exception Reports; and Remaining Questions. Where appropriate we discuss the following year.
FamilyCounselor™ Fee Level
Starting at Thirty Two Thousand Dollars annually, personally or per business.
Additional FamilyCounselor™ Educational and Social Events
Join us – at half the published cost – for two rejuvenating getaways which combine balance and clarity with legal, tax, and asset insights.
- The Balanced Life Program in Hawaii: A “family” Integrated Health and Integrated Wealth week long retreat.
- Gone Fishing For a Better Business and a Better Life: An incredible fly fishing retreat in Jackson Hole, Wyoming, for closely held business owners.
Also, join us for a great family time at our:
- Summer FamilyCare™ Outdoor BBQ;
- Winter FamilyCare™ Holiday Open House; and
- Annual “Circle of Friends” Charity Gala.
The FamilyCounselor™ Program clients are also included in the benefits from our FamilyCare™ Program; Education Events, Social Events, Plan Updates, and Administration.
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