Skip to content
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
Menu
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
Register
Register

Learning Lab

Joe Strazzeri

Counselor, Attorney, 

Strazzeri Mancini LLP

Partner, 

The Founders Group

As a former general contractor, land developer, and business owner, Joe combines these skills along with more than 20 years of experience as an attorney to counsel families and business owners.
Loading...
Behind the Conversation
The Business Succession Journey: 3 Steps to Engagement and 4 Steps to Getting it Done

About Joe

Counselor and Attorney for Successful Families and Business Owners. Educator for Wealth Advisors. Speaker and Author.

As a former general contractor, land developer, and business owner, Joe combines these skills along with more than 20 years of experience as an attorney to counsel families and business owners.

Through 4 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.

The Laureate Center for Wealth Advisors provides advanced training and support for wealth advisors, such as: Attorney’s, Accountants, Fiduciaries, Bankers, Financial Advisors, Insurance Professionals, and other wealth advisors. Learn how to attract, engage, and work with your perfect client and their trusted advisors.

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.

  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
Register
Register

Register for the Summit using code

KEYNOTE

for a special $1,200 rate!

*rate ends February 17, 2023*
Register Now
I'm already registered