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.

Discover how a Fractional Family Office President transforms the way affluent individuals manage wealth. Instead of juggling your RIA, CPA, estate attorney, and other advisors, imagine one relationship overseeing every detail — from coordinating investment strategy and tax planning to managing special projects, philanthropy, and lifestyle needs. Select Advisors Institute bridges the gap between your experts, ensuring nothing falls through the cracks. Ideal for those with complex assets who want clarity, efficiency, and time freedom without the seven-figure overhead of a traditional family office. Maintain your trusted professionals — we make them work in harmony. One relationship. Every detail. Your life, simplified.