Joe Strazzeri, Esq.

As a former general contractor, land developer, and business owner, Joe combines these skills along with more than 25 years of experience as an attorney to counsel families and business owners in the areas of integrated tax, estate, asset protection, business succession, and family synergy work. 

Through his life’s work and intense study of human dynamics, Joe has developed a distinct approach to counseling, including the theory that there’s an Invisible Guest™ at the planning table of every successful family and business owner, together with their trusted advisors. This unseen participant triggers behaviors, influencing spoken and unspoken experiences. It’s anyone and everyone’s personal backpack of concerns, aspirations, preconceived notions, and bottom-line outcomes.

The Invisible Guest™ is MOTIVE.

Motive is an embedded perception about people, data, or possibilities: the muscle memory of prior experience, influencing your present and future. Motives can be joyful – the hope for a bigger, better result. They’re often rooted in misunderstanding, even tainted: you’ve seen it a hundred times before and it surely will happen again. Even material assets have motives – a duty to serve the enterprise and the family.

Read more about MOTIVE: Meet the Invisible Guest in your wealth-biased relationships

Care to Know™: Introducing Motive’s elixir

When you learn the Invisible Guests™ of Motive – yours, theirs, the collective – you finally nail the ecosystem of family and business. With Care to Know™ as our wingman, together we bring authentic curiosity to all data sets – financial, technical, and relational. We unpack Motives at the onset, formulating the true underlying problem. Instead of temporarily band aiding a single, painful symptom, we get to the heart of highly relevant matters, and solve for ideal outcomes.

Our work serves Three Systems of Family Thriving and Three Core Capabilities…           

Three Systems of Family Thriving:

Family Wealth

Family Relationships & Family Business Relationships

Family Advisory Relationships

Three Core Capabilities:

Tax Masterminding: foresight, mitigation, and conservative optimization

Business Succession: grow the value, nail the outcome

Family Synergy Work: absolve friction, conflict, and toxicity for a return to ease (family retreats in complement to existing trusted advisors: governance, financial, legal)

Through 3 unique brands and with his partners, Joe educates wealth advisors, assists business owners to find “what’s next,” counsels families towards alignment, as well as protects families and their assets.

The Southern California Institute is a Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions.

Strazzeri Mancini LLP  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.

The Founders Group 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.