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Submitted URL: http://www.strazzerimancini.com//
Effective URL: https://strazzerimancini.com/
Submission: On July 08 via api from US — Scanned from DE
Effective URL: https://strazzerimancini.com/
Submission: On July 08 via api from US — Scanned from DE
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* Home * Care to Know Planning * Family & Business * Our Unique Process * Protecting Promises * Why Us * Family of Resources * Team * Our Team * Team Events * Team Member of the Month * Care to Know Stories * Our Journey * Certified Wealth Planning Advisors * Publications * Contact * Home * Care to Know Planning * Family & Business * Our Unique Process * Protecting Promises * Why Us * Family of Resources * Team * Our Team * Team Events * Team Member of the Month * Care to Know Stories * Our Journey * Certified Wealth Planning Advisors * Publications * Contact A place to think.TM At Strazzeri Mancini, we observe a troublesome trend encountered by affluent families who wish to plan. Traditional planning can inadvertently narrow planning conversations too quickly. It’s a slippery slope in which the formulation of the problem – the power of the questioning phase – has become a lost art. The result is that the client winds up with a solution that doesn’t actually solve their full and true problem, or a solution that Band-Aids a symptom. In both scenarios, the problem will present again in the future. That’s why we developed a model called Care to KnowTM. Care to Know Planning helps affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling. Learn More BY COMBINING YOUR FAMILY, LEGAL AND FINANCIAL MATTERS INTO A UNIFIED PLAN, STRAZZERI MANCINI CAN… * Increase your control over your affairs * Assure the continuance of your lifestyle & the protection of your assets * Enable you to pass your values and work ethic to your heirs * Substantially reduce excise, gift, estate, income and generation-skipping taxes * Manage the value of your business interests * Keep your affairs free from publicity and the costs and delay of probate CARE TO KNOW STORIES Click Here for information about creating and sharing your family stories, and to view the stories of your Strazzeri Mancini family. Back To Top 6256 Greenwich Drive, Suite 250, San Diego, CA 92122 | Phone: 858-200-1900 9870 Research Drive, Irvine, CA 92618 201 Merchant Street, Suite 1800, Honolulu, HI 96813 Copyright © 2024 Law Firm of Strazzeri Mancini LLP