Assisting Attorneys, Accountants, and Consultants with Particular Client Cases through Collaborative Planning
Through our FamilyCounselor Program and FamilyGovernance Program, we often collaborate with other attorneys, accountants, and consultants to serve the specialized planning needs of successful families and business owners. Where appropriate the client engages Strazzeri Mancini LLP directly and in turn, with disclosure, the law firm engages the attorney, advisor, or consultant collaborative advisor in order to:
Protect the attorney, accountant, and consultant’s work product as attorney client privileged;
- Create a completely open exchange of information among the client and all advisors; and
- Compensate the attorney, accountant, and consultant from the client’s over-all planning fee.
Through their 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 at these levels but are also instructors to attorneys, financial advisors, accountants, insurance professionals, bankers, and other wealth professionals.
The FamilyCounselor Program and FamilyGovernance Program each have identified, documented, and established processes that have served affluent families, business owners, and their advisors for over a decade.
To explore how our Wealth Advisor Partnering Program may be right for you, just give Shelley Lightfoot a call at 858-200-1900.
Where appropriate, we will schedule an understanding your practice 2 hour meeting for us to gain a first blush understanding, make possible recommendations, and/or identify opportunities for your practice.