Shelley Lightfoot is a life-long financial and legal services professional, providing a unique combination of experience, passion, and creativity for her objective of helping wealth advisors attract and engage clients through collaborative efforts with other advisors. Through 3 unique brands and with their partners, Joe and Shelley educate wealth advisors, assist business owners to find “what’s next,” counsel families towards alignment, as well as protect 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.