In today’s wealth management environment, more and more Registered Investment Advisors (RIAs) are aiming to mirror the high-touch, comprehensive service models of family offices. These advisors aren’t just offering financial planning—they’re positioning themselves as full-service lifestyle and legacy partners to affluent and ultra-high-net-worth clients. However, most RIAs lack the operational support, brand positioning, and growth infrastructure needed to fully embody a "family office concierge" offering.
At Select Advisors Institute, we specialize in helping RIAs evolve into elite concierge firms. Our expertise bridges the gap between aspiration and execution—guiding financial professionals to develop business structures, branding, and client experiences that appeal to the discerning needs of wealthy families.
The Demand for High-Touch, Holistic Client Service
Affluent clients today are not only looking for smart investment advice—they want a seamless, white-glove experience. They seek an advisory relationship that touches every facet of their financial lives: estate planning, philanthropy, real estate coordination, tax strategy, family governance, and even private travel or concierge healthcare referrals.
Most RIAs know their clients want more—but they’re unsure how to scale without sacrificing service quality or diluting their brand. That’s where Select Advisors comes in.
Our Signature Support Model
Select Advisors Institute delivers concierge growth strategy for RIAs through a unique blend of consulting, coaching, and brand transformation. Our services include:
Business Development Coaching: We teach advisors how to convey their value, refine their pitch, and attract the right type of high-net-worth client.
Operational Growth Planning: We help develop scalable processes that maintain the boutique feel clients expect while ensuring internal efficiency.
Brand and Website Strategy: We upgrade the digital presence of RIAs to reflect a modern, concierge-level service offering that resonates with today’s affluent clientele.
White-Label Concierge Services: For RIAs not yet equipped to provide true family office-level resources, we offer behind-the-scenes solutions to fill the gap—allowing them to deliver more without overextending.
Moving Beyond the “We Do It All” Message
Too often, advisors believe simply saying “we do more” is enough to attract ultra-high-net-worth clients. But in today’s competitive landscape, messaging must be strategic, refined, and precise. At Select Advisors, we equip RIAs with the language, branding, and service alignment that communicates sophistication and substance—not just general promises.
This is not about stacking services—it’s about curating a client experience that feels both exclusive and scalable.
Creating Scalable Luxury in Advisory Services
True concierge wealth management requires more than adding extra services—it demands an entire business model built around elevated expectations. We help advisors identify scalable concierge features that serve both client needs and firm profitability. From organizing outsourced services to integrating family governance structures and strategic partnerships, we help advisors deliver on the promise of luxury without compromising growth.
Positioning for Legacy Clients and Strategic Referrals
Our approach helps RIAs build businesses that attract and retain the kind of clients who not only stay for generations—but who refer peers. By repositioning a firm as a modern-day family office concierge platform, advisors can secure a place in the inner circles of legacy wealth, family enterprises, and elite networks.
We empower our clients to not just meet expectations—but to surpass them in ways that are sustainable, referable, and deeply impactful.
In summary, Select Advisors Institute offers more than guidance—we offer transformation. For RIAs aspiring to offer true family office concierge services, we are the partner that understands both the nuances of wealth and the strategies for scalable, high-end growth.
Proven guide to designing and redesigning incentive compensation for financial advisors: metric choices, payout models, compliance, leadership incentives, and transition tips. Select Advisors Institute (since 2014).