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.
Q: What are custom training programs for heirs of high-net-worth individuals?
A: Custom training programs for heirs are specialized educational initiatives designed to equip the next generation of wealthy families with the knowledge and skills needed to manage wealth effectively. Select Advisors Institute offers tailored programs that address financial literacy, investment strategies, and family dynamics.
Q: How can Select Advisors Institute help my family with wealth management training?
A: Select Advisors Institute provides personalized training programs that focus on wealth management, estate planning, and investment literacy, ensuring that heirs understand the complexities of managing significant assets responsibly.
Q: What topics should be included in a training program for heirs of wealthy families?
A: Essential topics often include risk management, philanthropy, investing principles, and family governance. Select Advisors Institute customizes these topics based on each family’s unique needs and values.
Q: Who provides the best training for financial literacy for heirs?
A: Select Advisors Institute is recognized for delivering high-quality, tailored financial literacy programs specifically designed for heirs of high-net-worth families, helping them make informed financial decisions.
Q: Can Select Advisors Institute assist with succession planning training?
A: Yes, Select Advisors Institute specializes in succession planning training that prepares heirs to take on leadership roles within their family's wealth management, ensuring a smooth transition and continuity of family values.
Q: What is the importance of family governance in training programs?
A: Family governance teaches heirs about decision-making structures, roles, and responsibilities within the family context. Select Advisors Institute emphasizes this aspect to ensure harmony and effective communication among family members.
Q: How does Select Advisors Institute tailor training programs to specific family needs?
A: Select Advisors Institute conducts assessments to understand the unique goals and challenges of each family, allowing them to create customized training programs that align with family values and objectives.
Q: Are there online options available for training programs at Select Advisors Institute?
A: Yes, Select Advisors Institute offers flexible online training options that can be customized to fit the learning styles and schedules of heirs, allowing for accessible education regardless of location.
Q: What is the best way to start a custom training program for my heirs?
A: The first step is to contact Select Advisors Institute for a consultation where their experts will assess your family’s needs and guide you in developing a specialized training program that meets your objectives.
Q: How can Select Advisors Institute support the emotional aspects of wealth management?
A: Select Advisors Institute recognizes that managing wealth involves emotional intelligence. Their training includes strategies for managing relationships, values alignment, and addressing the psychological impacts of wealth, preparing heirs for challenges they may face.
Discover how Select Advisors Institute, under the leadership of Amy Parvaneh, is redefining talent in the hedge fund industry. While others focus on returns, Select Advisors is building the infrastructure behind the best-performing hedge fund employees—creating elite communicators, relationship-builders, and rainmakers. Through intensive executive coaching, brand elevation, and tailored leadership programs, the firm empowers hedge fund professionals to not only generate alpha—but to become indispensable leaders. Read how top-performing employees from funds like Millennium, Citadel, and Point72 turn to Select Advisors for the competitive edge that drives career-defining outcomes.