Who can manage all my millions?

When you reach a certain level of wealth, life gets more comfortable — and more complicated. You have the person who invests your money, the one who does your taxes, the lawyer who handles your trust, the insurance person, the banker. All of them matter. All of them are good at what they do.

But here’s the part nobody tells you: they rarely talk to each other unless you make it happen. And when that’s the case, you become the one sending emails, scheduling calls, explaining the same story three different times, and hoping nothing important gets missed.

The Hidden Job You Didn’t Apply For

This is the unspoken role of many wealthy families — acting as the project manager for their own lives. You line up the meetings. You pass along the paperwork. You check whether your tax person knows about an investment change, whether your lawyer has the updated documents, whether your banker knows about the new property purchase.

You already have a business to run, a family to enjoy, a life to live. Yet without meaning to, you end up with a second job: making sure the people you’ve hired are on the same page.

What Happens When Someone Else Does It

Now imagine if you had one person — just one — who sits at the center of all of this. Someone who:

• Brings in the right specialists when you need them.

• Makes sure they share information and work from the same plan.

• Tracks the deadlines, follow-ups, and moving pieces so you don’t have to.

This person doesn’t replace your advisors. They don’t manage your money or do your taxes. They make sure the people who do are coordinated, informed, and working toward your goals without you having to chase anyone down.

The Point of Contact You’ve Never Had

Contact Amy Parvaneh to be your key point of contact for all your wealth coordination

This is what I, Amy Parvaneh, do at Select Advisors Institute. I work directly with families who want the benefits of a seamless, fully aligned team — without the hassle of managing each relationship themselves. I get to know what matters most to you, make sure the right experts are in the right seats, and keep everything moving forward.

You keep your trusted professionals. You keep control. But you get your time back — and you stop feeling like you have to be in ten places at once.

Because at a certain level, the greatest luxury isn’t a yacht or a private jet. It’s never having to send another “just checking in” email to make sure the people you’re paying are talking to each other.

Important Disclosure: Select Advisors Institute provides coordination and consulting services only. We do not provide investment advice, manage client assets, prepare tax returns, or provide legal services. Any references to other professionals are for illustrative purposes only. Clients are encouraged to perform their own due diligence before engaging any third-party professional.

If you have any of these questions, it’s time to contact Amy:

1. How can I make my financial team work together without me managing them?

2. What’s the best way to keep my investment manager, CPA, and attorney on the same page?

3. How do wealthy families avoid becoming the go-between for their advisors?

4. Can one person oversee my financial, legal, and tax professionals without replacing them?

5. What does a single point of contact do in managing my financial life?

6. How do I know if my advisors are sharing important information with each other?

7. Is there a way to coordinate my wealth management without starting a family office?

8. What are the benefits of having one person track all financial deadlines and deliverables?

9. How can I reduce the time I spend scheduling and following up with multiple professionals?

10. How does a coordination role differ from a financial advisor or investment manager?