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Select Office Hours

A Peer Group for Those Serving HNW and UHNW Individuals

Do you have business questions you can’t really ask your team, your partner, or even your peers?

Questions like:

  • I’m just starting out; what’s my actual marketing strategy?

  • Who is my niche - and am I actually speaking to them effectively?

  • Should I switch my career or company?

  • Do I have the right business partner?

  • Should I work for myself or join my dad’s wealth management firm?

  • Is AUM still the right model, or should I move to flat fee or retainer?

  • How do I grow without just throwing more money at things that don’t work?

If so, you need Select Office Hours.

Think of it like college office hours - except this time, your professor is a former Goldman Sachs advisor, PIMCO executive, and founder of Select Advisors Institute, having consulted nearly 1,000 financial firms and teams since 2014.

During these live Zoom sessions, Amy Parvaneh is available to answer your toughest business questions and offer real-time, strategic insight—no fluff, no prep, just straight answers.

Please note: Select Office Hours is best suited for solo practitioners or individuals seeking personal strategic support. If you’re representing an entire firm or team, we recommend exploring our full suite of firmwide consulting services.