Families often come to us with a point of pain they want to address. However, the point of awareness rarely speaks to the full spectrum of the issue. In order to design the best outcome, we need to learn what’s happening to the left and right of the symptoms. That’s why we developed a model called Care to KnowTM.
Over time, clients remark that our relationship becomes a place to reliably broaden their perspective and get to the heart of highly relevant matters. They often refer to the relationship itself as A place to think.TM
Care to Know means that we own curiosity as our first reaction. We listen without preconceived notions. We invite all of the things you knew you needed to discuss into the conversations. Then we draw forth additional themes that matter equally, but that you wouldn’t know to share if we didn’t ask. Over time, clients remark that our relationship becomes a place to reliably broaden their perspective and get to the heart of highly relevant matters. They often refer to the relationship itself as A place to think.TM
At the end of the day, we protect families, assets and relationships. Our model celebrates the inherent magic of nuance that exists between individuals as they navigate life and business. We design plans that are simple, elegant and understandable. Then, we help you implement. Your plan will be reflective of you and your important life principles; an imprint of your greatest clarity and most authentic self.
Coaching & Partnering
We-driven Mindset
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, the Exit Planning Institute, 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 collaborative advisory team; protect the other collaborative advisors’ work product as attorney client privileged; and compensate the collaborative advisors from the overall fee.
Click image to Learn More
In professional collaboration, there’s often an urgent push to address a particular family’s problem or a particular marketing opportunity for the advisor bringing the family to the collaborative table. We embrace triage when it is relevant, yet likewise, we have both a belief and an imperative around the importance of Learn Your Partner Before You Choose Your Partner. We invite you to review our Stewardship Tenets to learn more about how we, as the collaborative advisory team, can be successful together.