Our model is a philosophy and platform serving clients and advisors who Care to Know the full landscape of their issues and choices.
Our model is a philosophy and platform serving clients and advisors who Care to Know the full landscape of their issues and choices. We find that the magic and nuance of elegant solutions are usually found in the last 10% of research. That’s why we invite a refreshing breadth of perspectives, disciplines and resources.
Family of Resources
Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions.
Leading business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom.
Helping affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling
Coaching and Partnering
In accordance with the We-driven Mindset mentored at the Southern California Institute, we often formally engage other advisors to collaboratively serve clients.
- Through our teaching and leadership at the Southern California Institute, The Laureate Center for Wealth Advisors, WealthCounsel, and other national collaborative wealth planning platforms, the attorneys at Strazzeri Mancini LLP have not only practiced collaborative planning, implementation, and maintenance at these levels, but are also instructors on how-the-rubber-meets-the-road to attorneys, financial advisors, accountants, insurance professionals, bankers, and other wealth advisory professionals.
- In accordance with the We-driven Mindset mentored at the Southern California Institute, we often formally engage other advisors to collaboratively serve clients. Where appropriate, the client engages Strazzeri Mancini directly and in turn, with disclosure, the law firm engages the attorney, advisor, or consultant collaborative advisor. In doing so, we create a completely open exchange of information among the family and all advisors; protect the other collaborative advisors’ work product as attorney client privileged; and compensate the collaborative advisors from the overall fee.