At Select Advisors Institute, we understand that true legacy isn’t just about preserving wealth—it’s about preparing the people who will inherit it. Our customized training programs for high-net-worth families are built to address a growing need among family offices, private banks, and elite advisory firms: developing the next generation of leaders with both financial fluency and personal effectiveness.
Why Training the Rising Generation Is Crucial
Many families of great means recognize the importance of structured learning for their heirs, yet few have access to programs that blend financial education with leadership development. The next generation often feels overwhelmed or underprepared to take on the responsibilities associated with wealth. Without thoughtful training, even the best estate plans can unravel over time.
We step in to bridge that gap—helping heirs and future family leaders gain clarity around their roles, confidence in their decisions, and the tools needed to preserve and grow the family’s legacy.
A Holistic, Hands-On Learning Approach
Unlike generic financial literacy courses, our training programs are immersive, practical, and customized for each family’s dynamic. We don’t offer cookie-cutter workshops. Instead, we spend time understanding each family’s unique structure, values, and goals before designing a bespoke curriculum.
Key areas of focus include:
Financial acumen: Interpreting financial statements, understanding investment strategy, and applying real-world financial principles.
Decision-making and governance: Learning how to work within family boards or committees, with real-life simulations to prepare participants for high-stakes conversations.
Communication skills: Developing the ability to articulate views confidently, navigate family dynamics, and build credibility with advisors and peers.
Values and legacy planning: Clarifying personal and family values to guide philanthropic efforts and long-term planning.
Our programs are typically delivered over several sessions—virtual or in-person—with real-time coaching, practical exercises, and direct feedback tailored to each participant.
Built for Families, Delivered by Experts
Select Advisors Institute’s programs are facilitated by senior executive coaches who bring deep experience working with financial institutions, entrepreneurs, and legacy families. Their role is more than educational—they serve as thought partners and mentors who help the next generation transition from “beneficiary” to “steward” with purpose.
We also collaborate with family office executives and external advisors to ensure seamless alignment with existing structures. This partnership-driven model enables our training to complement broader wealth planning strategies rather than exist in isolation.
Who We Serve
Our training solutions are trusted by:
Single and multi-family offices looking to develop long-term succession strategies
Private banks and wealth managers seeking value-added services for ultra-high-net-worth clients
Founders and business owners preparing children or key relatives to step into leadership roles
No two families are the same. That’s why every training engagement begins with an in-depth discovery phase, where we assess readiness levels, family goals, and areas for development.
Results That Go Beyond the Classroom
Graduates of our programs consistently walk away with stronger decision-making capabilities, a clearer understanding of their role in the family enterprise, and the ability to work constructively with advisors, trustees, and siblings.
More importantly, they gain a sense of purpose and confidence in leading their family forward.
Discover how Select Advisors Institute delivers one of the top executive presence courses for financial professionals. Led by seasoned industry expert Amy Parvaneh, our tailored coaching and group programs empower financial advisors, wealth managers, and institutional leaders to master communication, confidence, and influence. Through practical training and proven techniques, we transform professionals into standout leaders who win client trust and command boardroom presence. Whether preparing for high-stakes meetings or elevating your brand image, our methodology bridges technical expertise with refined executive behavior. Learn why leading firms choose Select Advisors Institute to sharpen leadership skills and accelerate professional growth. Elevate your executive presence with precision and measurable impact.