Are you familiar with our Family Governance group?

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Asset Protection

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).

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Estate Planning for your family and generations to come.

Posted by & filed under Blog, Education.

Strazzeri Mancini was created with a base in estate planning “and estate planning, for us, is more about trying to find out the goals of the client.” These goals are always kept in mind when handling each case. Estate Planning is a large part of our firm and we’re committed to standing with our clients through their experiences and changes in Estate Law.

We understands that family is the most important aspect of every case by considering “the entire next generation, the surviving spouse, really taking care of the whole family and doing a holistic plan for everyone involved.”  

The laws are going to change, health will change, family situations, finances, etc. and all that cuts in favor of some kind of a review process, an ongoing maintenance process.  At Strazzeri Mancini, we pride ourselves in perfecting our process and inviting clients, etc to experience it and the peace of mind it presents.