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.