This is a turnkey solution that you can begin presenting in your client and prospect-facing materials immediately, allowing you to expand the value you deliver to clients without delay.

$6,500.00 every month

Overview

Your wealth management clients trust you with their financial lives. Increasingly, they also turn to you for guidance on complex personal and lifestyle matters -from private aviation and real estate to cybersecurity, education, luxury access, and vendor oversight.

The Select Advisors Concierge Program is independent, confidential, and advisory-driven. Our role is to enhance your firm’s value in the eyes of your clients, uncovering answers, vetting options, and presenting solutions that make you the source of clarity and access.

Families gain access to Amy Parvaneh and her team as their strategic partner, ensuring requests are vetted, vendors are trustworthy, and outcomes are handled seamlessly - without families having to navigate brokers or sales pressure.

Scope of Engagement

Families will have direct access to Amy Parvaneh and her approved concierge team members (all conversations remain strictly confidential) for guidance and execution in situations such as:

• Private Aviation & Travel Planning
  “Should I consider NetJets, or is on-demand charter a better fit for my usage?”
  “Who can I trust to arrange a secure villa rental without being upsold?”

• Real Estate & Relocation Advisory
  “How do I discreetly find a home in the Hamptons without engaging five pushy brokers?”
  “Which relocation firms handle high-net-worth moves with privacy?”

• Luxury Access & Memberships
  “What’s the process to obtain an Amex Black Card, and what are the tradeoffs?”
  “Which private clubs are worth the investment, and who can introduce me properly?”

• Cyber & Security Oversight
  “Which cyber firms can be trusted to do a full sweep for my family?”
  “What’s the right level of home security — and which vendors are legitimate?”

• Education & Family Advisory
  “Which admissions consultants are reputable for East Coast private schools?”
  “Who can provide vetted tutoring support for my child, without wasting time on trial and error?”

• Lifestyle & Events
  “Which vetted event planners can handle a milestone birthday?”
  “Who are the most trusted private chefs we should consider for an at-home dinner?”

Client Access & Confidentiality

• Families will have direct conversation access with Amy Parvaneh and/or her approved team for confidential advisory and vendor coordination.

• Execution is managed through trusted providers; our role is to advise, vet, and oversee outcomes, not to perform on-the-ground logistics.

Engagement Structure

• Annual coverage includes approximately 120 concierge hours of support.

• On average, this equates to ~10 hours per family per year, flexibly allocated based on usage.

• Hours are pooled across the group so families with higher needs can be covered without penalizing lighter users

• Any unused hours may be applied toward Select Advisors Institute’s marketing, sales training, or business development services, ensuring full value is always realized.

• Complex projects beyond the standard allocation (e.g., cyber overhauls, aviation RFPs, large-scale events) can be arranged separately at $500/hr.

Includes:

→ ~120 hours annually of concierge advisory and vendor oversight
→ Direct access to Amy Parvaneh and her team for confidential support
→ Vendor vetting and negotiation for family needs
→ Strategic advisory across travel, real estate, luxury, education, security, and lifestyle matters
→ Confidential request management with usage reporting