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Life After Divorce: Who Helps You Get It All Together?

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Life After Divorce: Who Helps You Get It All Together?

If you’re recently divorced—and especially if the settlement left you with more money, more questions, and more anxiety than you ever expected—you’re not alone. You may be wondering: What do I do with money after divorce? Who helps organize finances after divorce? How do I start over financially after divorce—without making mistakes? Who do I talk to about my finances now? Should I fire my financial advisor after divorce? Even if you have excellent lawyers and a “good” settlement, it’s easy to feel overwhelmed—especially if you didn’t manage the finances before.

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Financial Advisor vs. Financial Planner: What’s the Difference - and How to Choose One With Clarity

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Financial Advisor vs. Financial Planner: What’s the Difference - and How to Choose One With Clarity

Confused about the difference between a financial advisor and a financial planner? Learn how UHNW families use RFPs and structured processes to choose the right professionals - with guidance from Select Advisors Institute.

Why Family Governance Isn’t a Luxury - It’s a Necessity (and How We Help)

Why Family Governance Isn’t a Luxury - It’s a Necessity (and How We Help)

Select Advisors facilitates family governance meetings and offsites for ultra-high-net-worth families. We don’t offer investment advice—we coordinate your legal, tax, and financial professionals to ensure your family communicates effectively across generations. From agenda design to documentation and follow-up, we serve as a neutral facilitator focused on structure, clarity, and long-term alignment. Whether you're planning your first family wealth meeting or organizing a multi-generational retreat, we help make the experience meaningful, strategic, and tailored to your family’s needs. Ideal for families with trusts, shared assets, philanthropic goals, or multiple advisors who want clear communication and a repeatable family governance framework that lasts.

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The Role of Wealth Managers for Ultra High Net Worth Investors and Family Offices

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The Role of Wealth Managers for Ultra High Net Worth Investors and Family Offices

Managing the wealth of ultra high net worth investors and family offices is a highly specialized and nuanced endeavor that requires the expertise of seasoned financial advisors. The best financial advisors for UHNW clients possess specialized knowledge, a fiduciary mindset, a customized approach, a robust network, a proven track record, expertise in philanthropic planning, and a sterling reputation. By carefully considering these factors, UHNW individuals and family offices can select financial advisors who are best suited to meet their unique and intricate financial management needs.

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Luxury Financial Concierge Services: What They Are, and Who They’re For

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Luxury Financial Concierge Services: What They Are, and Who They’re For

At a certain level of wealth, you don’t need more advice—you need execution. This article introduces luxury financial concierge services: the discreet, high-touch support model for affluent individuals who want to coordinate advisors, CPAs, attorneys, and life’s financial moving parts without the noise. Learn how this service supports divorcees, inheritors, entrepreneurs, and dual-career families through expert project management, curated introductions, and seamless life organization. Discover how Amy Parvaneh of Select Advisors Institute delivers personalized, behind-the-scenes clarity so clients never have to micromanage their own financial lives again. For those seeking family office-level service—without building one—this is your next move.

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America's Top Financial Advisors: What most surveys get wrong

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America's Top Financial Advisors: What most surveys get wrong

Selecting a financial advisor is a critical decision that should be based on more than just surface-level rankings and accolades. By considering factors such as technology investments, client engagement capabilities, modernization efforts, and the authenticity of awards, you can make a more informed choice that aligns with your financial goals and values. Remember, the best financial advisor is one who not only manages your wealth effectively but also prioritizes transparency, communication, and a client-centric approach.

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How to establish dual residency

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How to establish dual residency

Looking to establish dual state residency? Wondering if you can have dual residency in two states? Explore the process of establishing dual state residency and weigh the benefits of living in states without income taxes. From selecting the right states to acquiring a residence and updating important documents, this guide provides insights into dual state residency. At Select Advisors Institute, we understand the complexities involved and can connect you with expert financial advisors who can guide you through the process. Discover how to confidently navigate dual state residency and preserve your wealth. Book a free consultation with our team today and make informed decisions about your tax planning strategies.

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Not Sure If You Have the Right Financial Advisor? Start Here.

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Not Sure If You Have the Right Financial Advisor? Start Here.

Not sure if you need a new financial advisor? Select Advisors Institute doesn’t manage money—we guide high-net-worth families and executives through the decision-making process. From vetting the best financial advisor for retirement planning to comparing the best-in-state financial advisors, we act as your trusted, independent partner. Whether you’re navigating private school tuition, wealth transfer, or estate complexity, we help you evaluate, coordinate, and select the right advisor for your life—not just your portfolio. Explore why Select Advisors should be your first call when it comes to evaluating your financial team.

****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.