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Who are the 300 members of Augusta Golf Club?

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Who are the 300 members of Augusta Golf Club?

Augusta has consistently been ranked as first or second most exclusive and expensive golf club in the nation. It only allows a 300 invite-only list of members. Who are they? We have the answer!

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The Most Private of Private Members' Clubs

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The Most Private of Private Members' Clubs

Have you ever wondered what goes on behind the doors of the world’s most private members clubs?  Discover the opulence of London's newest and most private enclave; where history, art, and extravagance converge. We unveil the secrets of Apollo's Muse, redefining luxury and exclusivity.

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Salary and Compensation Rates at Family Offices and RIA's

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Salary and Compensation Rates at Family Offices and RIA's

Salary and compensation levels for various roles and titles within the family office space. While these are numbers driven from the single family office space, they can be used as reference levels for the wealth management industry as a whole. Learn about comp structures at advisory firms.

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Should you add a Family Office to your wealth management firm?

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Should you add a Family Office to your wealth management firm?

In this video, I discuss the future of the wealth management arena given the advent of AI, as well as discuss how wealth management firms can take advantage of adding Family Office services to their practice. What are family office services beyond investing, tax and legal? What other services should you add to your wealth management firm to truly stand apart from the competition?

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How to embrace Succession’s "Quiet Luxury" for your Branding and Marketing

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How to embrace Succession’s "Quiet Luxury" for your Branding and Marketing

In the face of market volatility, inflation and uncertainty, Minimalism and Quiet Luxury are having a moment. How can wealth managers and any other service providers who work with the ultra rich embrace such a trend as it pertains to their marketing and client experience offering?

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The Billionaire Club’s Secret to Managing next-level Stress

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The Billionaire Club’s Secret to Managing next-level Stress

There’s daily CEO stress, and then there’s next-level stress: When not just billions, but TRILLIONS of dollars are on our shoulders, and the world is watching you, prepared to see you fail. How do some of the world’s TOP CEO’s manage stress. This article will help answer that question.

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Michael Kitces' Financial Advisor Success podcast: Reaching HNW Prospects Leveraging Targeted Research and Introductions with Amy Parvaneh

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Michael Kitces' Financial Advisor Success podcast: Reaching HNW Prospects Leveraging Targeted Research and Introductions with Amy Parvaneh

It’s been called the “podcast to be put on repeat” by financial advisors across the nation. If you are a financial or tax advisor looking to connect with HNW individuals, this is the podcast to listen to learn how to uncover actual opportunities.

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How to find ultra high net worth prospects

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How to find ultra high net worth prospects

In this video, I speak with one of the nation’s top divorce attorneys, someone who has represented some of the most famous family law cases, on how he has found his client base, as well as his recommendations to other service providers looking to find more ultra high net worth clients.

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The Capgemini 2021 UHNW World Wealth Report - Our Analysis and Recommendations!

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The Capgemini 2021 UHNW World Wealth Report - Our Analysis and Recommendations!

In this article, we have written our key takeaways from the 2021 World Wealth Report, created by Capgemini, and distilled action items that financial advisors, wealth managers, family offices and other ultra high net worth service providers can take to advance their market share with this niche segment.

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Appearances Deceive, Conversations Reveal in Hunt for Clients

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Appearances Deceive, Conversations Reveal in Hunt for Clients

Hunting for clients can prove challenging for both new and veteran money managers alike. How to spot the best prospects in a crowd of tuxedos and gowns at a gala--or in shorts on the golf course, for that matter--is a skill that can take years of experience to develop. It isn't easy to determine who is truly wealthy or who is looking for a financial adviser.

****Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. We are a boutique management consulting firm deeply embedded in the wealth management, asset management, family office, and UHNW sectors - advising financial institutions on strategic growth, talent development, investor communication, and brand positioning, while guiding ultra-high-net-worth families in advisor selection, coordination, and the day-to-day management of complex wealth structures.