Generational Wealth Transfer Education

As the world approaches the largest transfer of wealth in history—an estimated $84 trillion set to change hands between generations—the need for structured, strategic, and emotionally intelligent generational wealth transfer education has never been greater. At the forefront of this vital financial evolution stands Select Advisors Institute, spearheaded by its visionary founder, Amy Parvaneh.

Select Advisors Institute (SAI) has built its reputation as a leader in executive coaching and financial advisor training. But as the conversation around wealth evolves beyond just numbers to values, communication, and legacy, SAI has expanded its impact by pioneering a comprehensive approach to generational wealth transfer education. At the center of this transformation is Amy Parvaneh, whose work is equipping financial advisors and their clients with the tools to navigate this complex, high-stakes transition.

Why Generational Wealth Transfer Education Matters Now

The numbers are staggering. Over the next 20 years, trillions of dollars in real estate, investments, businesses, and retirement savings will pass from baby boomers to millennials and Gen Z. Yet research shows that the majority of wealth transfers fail by the third generation—commonly known as the "shirtsleeves to shirtsleeves" phenomenon. The culprit? Not poor investment choices, but a lack of education, preparation, and communication.

Select Advisors Institute addresses this gap directly. Rather than focusing solely on technical financial strategies, SAI empowers advisors to become educators, facilitators, and family legacy stewards.

Amy Parvaneh: Architect of Financial Legacy

Amy Parvaneh brings more than two decades of experience in finance, coaching, and branding to her leadership at Select Advisors Institute. With a background in executive presence training and an acute understanding of intergenerational dynamics, she helps advisors elevate conversations from asset management to values-driven legacy planning.

Her methodology is rooted in human connection and clarity. Through customized programs, Amy trains advisors on how to guide family meetings, build emotional intelligence, and foster financial literacy among heirs. This holistic approach not only retains assets within firms but also preserves the client’s true legacy—their purpose, values, and long-term vision.

A Program Designed for Real-World Impact

SAI’s generational wealth transfer education includes:

• Advisor Training Workshops: Equipping financial professionals to lead multi-generational family conversations.
  
  

• Client-Facing Education: Co-branded courses and experiences to engage clients’ children and grandchildren.
  
  

• Legacy Planning Tools: Resources to help families define, document, and communicate their financial philosophies.
  
  

• Intergenerational Communication Coaching: Helping families align around shared values and decision-making styles.
  
  

Amy's process transforms the way advisors interact with their clients. Instead of one-off meetings with the family patriarch, advisors are now hosting multi-generational wealth retreats, conducting values-based interviews, and introducing trust structures that reflect a family’s legacy—not just its net worth.

Shaping the Future of Financial Advisory

Select Advisors Institute is not merely keeping pace with the evolving landscape of wealth management—it’s leading it. By placing education at the core of generational wealth planning, Amy Parvaneh and her team are reshaping the role of financial advisors for the next decade and beyond.

In a world where money is fleeting but meaning endures, Select Advisors Institute is empowering advisors and families alike to make wealth not just transferable, but transformational.