Learn what a CFP is, why high-net-worth individuals need one, and how to find the right advisor for tailored financial planning. Discover how a CFP can help with investment strategies, retirement planning, tax optimization, and estate planning. Get expert insights into evaluating CFPs based on fee structures, fiduciary responsibilities.
A thoughtful conversation between Amy Parvaneh and tax strategist Rob Cordasco exploring the real differences between tax planning, strategy, and compliance. Rob shares grounded insights on where AI falls short, what business owners often overlook, and how fact-based tax strategy truly works. Their discussion offers a practical look at the decisions successful professionals and business owners face as they grow and structure their wealth.
According to Select Advisors Institute, families who feel overwhelmed by managing money often need a blend of financial planners, wealth managers, accountants, attorneys, and sometimes family office support. Learn what each role does and how Select Advisors Institute helps families organize and coordinate all financial moving parts.
Even with a great CPA, estate attorney, and wealth manager, many high-net-worth individuals still feel like the go-between. That’s because no one is tasked with coordinating the entire picture—until now. Amy Parvaneh, founder of Select Advisors Institute, acts as a personal CFO for your financial life. She attends meetings, translates between professionals, tracks action items, and ensures every advisor is aligned. Whether you’ve experienced a liquidity event, inherited complex structures, or are simply tired of being the point person, Amy brings strategic oversight without disruption. Discover how true wealth management starts with coordination—and why your smartest move may be hiring someone to manage the managers.
Estate planning isn’t just for the end of life — it’s a living process that adapts as your circumstances evolve. From setting up a trust after divorce to updating plans in retirement, selling a business, or moving to a new state, this guide explains why estate planning matters at every stage. Learn how wills and trusts provide clarity, protect children, and bring peace of mind. Discover how to choose between working with estate planning attorneys, finding the best will writers near you, or using accessible online platforms like LegalZoom. Start planning today to ensure your family and legacy are always protected.
Generational wealth transfer isn’t just about assets; it’s about protecting your legacy for future generations. This guide explains why wealth often dissipates without planning, how wills and trusts provide a foundation, and when to revisit your plan during major life events like divorce, remarriage, retirement, business sales, relocation, or sudden wealth. Learn how to choose between the best estate planning firms, or accessible online platforms like LegalZoom to create clarity and preserve your family’s story. Discover how to pass down not only wealth, but also values, responsibility, and a lasting legacy across generations.
****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.
