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.
Top advisor rankings like Forbes and Barron’s may showcase big names and billions in assets—but they don’t tell the whole story. The best financial advisor for you may not be the most visible one. Amy Parvaneh, founder of Select Advisors Institute, helps high-net-worth individuals evaluate their current advisor relationships, assess proposals, and find the right fit—without pressure or sales tactics. She joins meetings, reviews fee structures, and acts as a private, unbiased partner in one of your most critical financial decisions. If you’re wondering whether your advisor is still the right fit, or want help finding someone who truly aligns with your needs, Amy can help guide the entire process discreetly and strategically.
Looking to find the best local financial advisor to help with wealth management, retirement planning, or complex investment strategies? Select Advisors Institute connects high-net-worth investors with top-tier advisors in their area through a personalized vetting process. We evaluate each advisor’s experience, credentials, and specialty to match you with someone who understands your financial goals and complexities. Whether you're seeking strategic planning or tailored investment advice, our national network ensures you receive guidance from elite professionals nearby. Learn how our matching process works and why so many affluent clients rely on us to identify the most qualified advisors locally. Find confidence in your financial future today.
Estate planning attorneys, family lawyers, and wealth managers each play vital roles for wealthy families — but without collaboration, critical details can slip through the cracks. Select Advisors Institute, led by Amy Parvaneh, serves as a Fractional Family Office President to bridge these silos. We ensure estate plans are implemented, investments align with trusts, and tax strategies connect with legal realities. For clients, it means fewer meetings, no conflicting advice, and confidence that their team is unified. For professionals, it means stronger referrals, deeper loyalty, and enhanced reputation. Discover how true collaboration elevates client outcomes and protects the legacies of successful families.
Choosing a financial advisor can feel overwhelming with so many options — RIAs, private banks, and boutique firms all competing for your attention. Select Advisors Institute, led by Amy Parvaneh, helps successful families navigate this process as a Fractional Family Office President. From sourcing and vetting advisors to negotiating fees, coordinating with your CPA and attorney, and ensuring your chosen wealth manager truly aligns with your goals, we act as your trusted guide. You don’t have to become the expert in how to choose an expert — we do that for you. Discover how to make confident, informed choices for your wealth.
Select Advisors Institute serves as a Fractional Family Office President for ultra-high-net-worth individuals, providing seamless coordination across investments, tax planning, estate planning, philanthropy, insurance, and lifestyle needs. We integrate your existing advisors — investment managers, CPAs, attorneys, bankers, and specialists — into one cohesive plan. From overseeing quarterly reports to managing major purchases, philanthropic initiatives, and family governance, we act as your single point of contact for every financial and personal detail. Our goal: eliminate duplication, prevent missed opportunities, and give you back the one asset you can’t buy — your time. Learn how one relationship can manage every detail of your wealth.
Ultra-high-net-worth families often face the challenge of managing multiple advisors, CPAs, attorneys, and other specialists, each operating in their own lane. A Fractional Family Office President offers a solution by acting as a single point of contact to coordinate these professionals, streamline communication, and ensure strategies align across investment, tax, legal, and lifestyle needs. At Select Advisors Institute, under the leadership of Amy Parvaneh, we help clients source, vet, and oversee their financial team without replacing them, providing clarity, efficiency, and independence. We do not manage investments, prepare tax returns, or provide legal services; our role is strictly coordination and consulting.
Choosing the right wealth manager can be overwhelming, but this guide simplifies the process by breaking down key steps. Learn the differences between big banks and independent RIAs, the pros and cons of each, and what services they provide beyond managing investments. Understand how to assess their fees, investment strategies, and financial planning capabilities, as well as what questions to ask during interviews to identify the best fit for your goals. Whether you’re looking for help with estate planning, tax strategies, or retirement planning, this guide covers everything you need to know to make an informed decision and find a trusted partner to manage your wealth effectively.
****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.
