In today’s rapidly evolving wealth landscape, wealth management firms face a critical challenge: how to retain and connect with the next generation of clients. As generational wealth transfer accelerates, many heirs—children and grandchildren of high-net-worth clients—are often left underprepared and emotionally disengaged from the financial advisory process. Select Advisors Institute bridges this gap with next-level training and immersive experiences designed specifically for Next Gen heirs.
Our flagship programs are not your standard financial literacy workshops. They are dynamic, multi-day retreats and tailored experiences crafted to align with the values, communication styles, and expectations of today’s rising leaders. These initiatives help young family members gain confidence in their financial knowledge while cultivating a sense of responsibility around wealth, legacy, and leadership.
Training That Goes Beyond Numbers
What makes Select Advisors Institute’s programs stand apart is our holistic approach. We recognize that wealth isn’t just about financial statements—it’s about identity, family, stewardship, and the future. Our sessions blend personal development with financial education, incorporating topics such as:
The psychology of money
Family values and mission alignment
Investment and portfolio basics
Philanthropic vision and impact
Career and leadership planning
Communication strategies with advisors and family office leaders
Rather than simply instructing, our approach facilitates exploration, connection, and empowerment.
Tailored for Advisory Firms
Our Next Gen training is not a plug-and-play curriculum. We partner closely with Registered Investment Advisors (RIAs), private banks, and multi-family offices to create highly personalized programs that reflect the unique dynamics of their client families. Whether it’s a weekend retreat in Jackson Hole or a custom Zoom series over several months, each experience is crafted with the firm’s brand, objectives, and client relationships in mind.
This strategic collaboration positions advisory firms as trusted, forward-thinking partners in the eyes of the entire family—not just the wealth creator. It also increases client stickiness, reduces the risk of asset attrition, and helps secure multi-generational relationships.
Led by Experts in Heir Engagement
Our founder, Amy Parvaneh, brings over a decade of experience in financial services marketing, communication, and coaching. Her team of credentialed professionals, including executive coaches, family enterprise advisors, and generational wealth specialists, deliver high-touch facilitation and content. Together, they bring depth, empathy, and real-world insight into every program, ensuring heirs leave with clarity, confidence, and direction.
A Lasting Legacy Starts Here
As more firms recognize the importance of engaging heirs and educating rising generations, Select Advisors Institute continues to lead the charge with future-focused, impactful training programs. We don’t just prepare heirs—we help cultivate responsible stewards of legacy.
Wealth advisors who invest in the next generation are investing in their own longevity. Let Select Advisors Institute help you build that bridge—with purpose, clarity, and results.
Select Advisors Institute provides elite wealth management training for heirs and rising generations through immersive programs and retreats tailored for top financial firms. Our customized experiences focus on helping Next Gen clients build confidence, financial literacy, family legacy awareness, and leadership skills. Designed specifically for RIAs, private banks, and multi-family offices, our initiatives empower advisors to engage high-net-worth families and ensure long-term client retention across generations. Led by Amy Parvaneh and a team of experienced coaches and educators, our programs bridge the gap between generations and redefine the future of wealth transfer. Discover the future of intergenerational planning with our proven, impactful training.