Wealth Strategies Co-Counsel is a program for attorneys who would like to partner with Strazzeri Mancini LLP to do Advanced Planning Review, Design, and Implementation for Successful Families and Business Owners with Assets Between $20-300 million.
Join us for this 1.5-day collaborative program designed to help attorneys learn the facets of the Advanced Wealth Planning Journey, including:
- Timing, Combining, and Sequencing of Wealth Planning Strategies, including the top 70% of the integrated wealth and asset protection strategies Strazzeri Mancini LLP used in the last year.
- How to introduce this level of planning and determine the “Fork in the Road” for these clients in your practice.
- Option to co-brand physical and digital assets that are little or no cost to you
- Advanced Case Management documents and processing methodology.
- The mechanics to maintain momentum and complete the Client Journey.
- Counseling and conversation tools to help clients find more clarity, get to the heart of highly relevant matters, and resolve messes in the areas of legal, tax, financial, philanthropic, advisory relationships, and family relationships.
- Achieve the full spectrum of planning options through Wealth Strategies Client Partnering where there is more focus and clarity to help your clients navigate life and business through:
- The problem and what’s behind it
- Possible solutions when former goals are less or not important, and
- Implementation and commitment to solutions, timeline, and responsibilities
| COURSE DETAILS | |
| DATES/TIMES: | Friday, May 16, 2025; 1:00pm – 5:00pm through Saturday, May 17, 2025; 8:30am – 5:00pm (1.5 days) |
| STYLE: | In-person |
| PRICE: | $1,800 (discounts available for SCI Academy members) $1,100 annual licensing fee |
| VENUE: | Law Firm of Strazzeri Mancini LLP 6256 Greenwich Drive San Diego, CA 92122 |
| WHO IT’S FOR: | Attorneys who would like to partner with Strazzeri Mancini LLP to do Advanced Planning Review, Design, and Implementation for Successful Families and Business Owners with Assets Between $20-300 million. |
How it works:
Where appropriate, the client engages Strazzeri Mancini directly and in turn, with disclosure, the law firm engages the WSCC attorney. In doing so, we create a completely open exchange of information among the family and protect the work product as attorney client privileged – and where appropriate, compensate the attorney from the overall fee.
For WSCC attorneys specifically, Strazzeri Mancini will pay a co-counsel fee of 10/20/30 percent for the Review and Design process steps depending on their level of involvement. Regarding the Implementation and Maintenance process steps, there is no fee sharing as the co-counsel attorney can choose to do the drafting, funding, coordination of collaborative team, complete implementation, and regular meeting and maintenance of the plan when applicable through their respective firm.
Don’t miss out on our other Certification Programs!
This program is offered by the Southern California Institute in partnership with The Law Firm of Strazzeri Mancini LLP
