Membership in the Center for Tax Strategies and Resources
We promote having collaboration work teams which include the client’s current advisors or the appropriate sub-specialist to the table, for optimization of client’s goals and objectives.
Southern California Institute
In accordance with the We-Driven Mindset mentored at the Southern California Institute, for which we are members and instructors, we often work collaboratively with other advisors. Through SCI’s Certified Wealth Planning Advisor (CWPA) and the Certified Founders Group Associate programs, we completed courses designed to help our teams work seamlessly together and work through all facets of Integrated tax, estate, business, and asset protection planning as well as planning for succession or exit.
Estate, Estate Settlement, Integrated Tax, Business, and Asset Protection Planning as well as Family Alignment Counseling
For Estate, Estate Settlement, Integrated Tax, Business, and Asset Protection Planning as well as Family Alignment Counseling, we often work with the team at Strazzeri Mancini LLP. Strazzeri Mancini 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. For more information, please see the Strazzeri Mancini links below.
Estate Planning: Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. It contemplates protection of your family members from creditors/divorce and provides for the possibility of your own disability.
Estate Settlement: When a loved one passes away, it is a great comfort to know your family’s affairs are in the hands of the trusted counselors at Strazzeri Mancini LLP. In that sad event, the Fiduciary (a Trustee or Personal Representative), usually a family member, contacts Strazzeri Mancini for assistance with the administration of the estate.
Advanced Planning for Successful Families and Business Owners
Care to Know™ Planning serves families and business owners at two layers. First, it helps their existing trusted advisors expand the landscape of perspective to include disciplines and strategies outside of their core practice areas. Secondly, it allows families to see the complete breadth of their opportunities and challenges, thereby finding the magic and nuance in The Last 10%.
Family Alignment Counseling and Family Governance
We bring a full spectrum understanding of relational family and business dynamics, legal, financial, and integrated tax issues to a family’s planning table.
Together, we discover unexpected alternatives, a broader array of choices than previously deemed possible, and consensus for action.
For Business Succession or Transition Planning, we often work with the team at The Founders Group. TFG leads business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom.
Driving for increase in value works for all for all succession/transition options and expands choices:
Keep and grow the business:
· Improves workplace dynamics and drives cashflow, and
· Stabilizes the company to thrive financially regardless of choice.
Transition to:
· My Family,
· My internal team who are like my family, or
· 3rd party
In whole or in part, now or in the future.
