We look forward to speaking with you and Learning about your goals!

Which of the following best describes you?

I’m a business owner or professional (in finance, law or accounting) seeking strategy, structure, or advice on how to grow, streamline, and scale my firm for the future. Learn about all our services.

I’m a high-net-worth individual seeking coordination, education, or advice on how to manage the complexities of my wealth, family, and future. I want to schedule a private consultation with Amy Parvaneh. Learn more about this service.

Have a general question?

 

****Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. We are a boutique management consulting firm deeply embedded in the wealth management, asset management, family office, and UHNW sectors - advising financial institutions on strategic growth, talent development, investor communication, and brand positioning, while guiding ultra-high-net-worth families in advisor selection, coordination, and the day-to-day management of complex wealth structures.