JOSEPH STRAZZERI
As a Certified Exit Planning Advisor (CEPA®), Joseph Strazzeri is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
For families at $30M to $300M+ of net worth, something magical happens at the intersection of Asset Counseling and Relational Counseling. When you evaluate a transaction through the lens of deployment – who will the asset benefit, why, and when – it pushes the financial, legal, and tax strategies to their maximum outcomes.
The intersection is pure nuance: is the asset for tax reduction, income, mentorship, joy, or legacy? And in what balance? We celebrate the pioneering financial advisors who spotted this intersection decades ago.
We’re humbled to be lawyers who spotted it too.
We define counseling as the exchange of external ideas to achieve different outcomes. Our Asset Counseling Programs and Relational Counseling Programs focus on five core capabilities.
→ Integrated tax, estate, and asset protection planning
→ Business continuity planning
→ Mediation & Facilitation
→ Family synergy counseling
→ Governance collaboration
In all of this, there’s an Invisible Guest called MOTIVE. Motive is everyone’s embedded perceptions of what’s possible or impossible with the people and data at hand.
Motive can be rooted in joy and love – or anchored in angst, pain, and misunderstanding. When Motive shows up as friction in cherished assets and relationships, it prevents meaningful progress. At times, outcomes are limited in unseen ways. At others, outcomes are less than you hoped, and no one’s sure why.
→ Asset Motive: a legal, tax, financial fact pattern that needs fixing before tackling relational topics.
→ Relational Motive: relationship friction, or even toxicity, that requires a return to ease before tackling technical planning.
In our 25+ years of counseling and teaching, one theme prevails: If you Care to Know the Invisible Guest of Motive, the return to ease is closer than you think.
We partner with successful families and business owners – and their trusted advisors – who seek resolution and a path forward both financially and relationally.
Speaking and/or facilitating inquiries: www.caretoknow.info
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The intersection is pure nuance: is the asset for tax reduction, income, mentorship, joy, or legacy? And in what balance? We celebrate the pioneering financial advisors who spotted this intersection decades ago.
We’re humbled to be lawyers who spotted it too.
We define counseling as the exchange of external ideas to achieve different outcomes. Our Asset Counseling Programs and Relational Counseling Programs focus on five core capabilities.
→ Integrated tax, estate, and asset protection planning
→ Business continuity planning
→ Mediation & Facilitation
→ Family synergy counseling
→ Governance collaboration
In all of this, there’s an Invisible Guest called MOTIVE. Motive is everyone’s embedded perceptions of what’s possible or impossible with the people and data at hand.
Motive can be rooted in joy and love – or anchored in angst, pain, and misunderstanding. When Motive shows up as friction in cherished assets and relationships, it prevents meaningful progress. At times, outcomes are limited in unseen ways. At others, outcomes are less than you hoped, and no one’s sure why.
→ Asset Motive: a legal, tax, financial fact pattern that needs fixing before tackling relational topics.
→ Relational Motive: relationship friction, or even toxicity, that requires a return to ease before tackling technical planning.
In our 25+ years of counseling and teaching, one theme prevails: If you Care to Know the Invisible Guest of Motive, the return to ease is closer than you think.
We partner with successful families and business owners – and their trusted advisors – who seek resolution and a path forward both financially and relationally.
Speaking and/or facilitating inquiries: www.caretoknow.info
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- Website:
https://strazzerimancini.com/ - Phone: 8582001900
- City: San Diego
- State: California
- Postal Code: 92122
- Country: United States
- Designations: Esq. and CEPA
- Markets Served: Affluent Families and Business Owners
- Company Name: Strazzeri Mancini LLP
