Supporting Family Offices, Trust Companies, and Fiduciaries with the Particular Needs of Affluent Families and Businesses through “Family Partnering.”
“Family Partnering” decreases risk and increases value through benchmarking, planning, and monitoring of families’ personal and asset goals.
We often collaborate with other advisors to serve and steward the specialized needs of successful families, businesses, and the family offices, trust companies, and fiduciaries that take care of them.
The family engages Strazzeri Mancini LLP directly and in turn, with disclosure and where appropriate, the law firm engages the necessary collaborative advisors in order to:
- Protect the other collaborative advisor’s work product as attorney client privileged;
- Create a completely open exchange of information among the family and all advisors; and
- Compensate the collaborative advisors from the over-all “Family Partnering” fee.
- Our FamilyGovernance Process includes an Introductory Visit and four additional meetings over the course of the year, each lasting two to three days (conducted in three half-day segments).