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.