Amy Parvaneh

About Amy Parvaneh

For more than ten years, I have worked at the intersection of ultra-high-net-worth family needs and the financial services professionals who serve them - as both a Fractional Family Office President and a trusted management consultant to elite financial, legal, and accounting firms. Since 2014, Select Advisors Institute has partnered with nearly top-tier advisory teams and firms nationwide, delivering bespoke strategy, brand positioning, and client engagement solutions. We are also proud to be an approved vendor in the Schwab Affinity Services Program. Our Services Include: Fractional Family Office Support for ultra-high-net-worth individuals, serving as a single point of contact for their advisor and lifestyle coordination Concierge Support for wealth management firms and their most valued clients Brand Positioning & Messaging for financial services firms, including renaming and visual identity Strategic Growth Consulting — organic marketing strategy, COI relationship building, and client acquisition campaigns Leadership & Sales Coaching tailored for professional service teams Content Development — high-value written, video, and podcast assets for thought leadership High-Impact Digital Presence — from visual identity to fully integrated marketing platforms Visit us at for more information.

Experience

1. Founder and Chief Executive Officer

   Select Advisors Institute

   Jan 2014 — Present · US

   Select Advisors Institute is one of the nation’s leading and longest-standing management consulting firms dedicated exclusively to the financial, tax, and legal sectors - and the clients they serve.Since 2014, we have partnered with firms and teams nationwide to deliver:→ Family Office & Ultra-High-Net-Worth Strategies — including fractional family office leadership and coordination→ Branding & Marketing Strategy — positioning, messaging, and market differentiation→ Visual Identity Development — elevating brand presence through design and storytelling→ Coaching, Training & Consulting — leadership, sales, and client experience programs→ Process Optimization & Program Development — transforming workflows and client service delivery→ Mergers & Acquisitions Strategy — positioning firms for growth and transition→ Comprehensive Marketing Execution — SEO, thought leadership content, events, and social media under our Outsourced Chief Marketing Officer programLearn more at

Education

• Duke University - The Fuqua School of Business

  Master of Business Administration (M.B.A.)

  2004 — 2006

• ESSEC Business School

  Master of Business Administration (MBA)

  2005 — 2005

• Stony Brook University

  Bachelor of Business Administration (BBA)

  1997 — 2001

Skills

• Financial Services
• Due Diligence
• Hedge Funds
• Asset Allocation
• Investment Banking
• Wealth Management Services
• Asset Management
• Corporate Finance
• Financial Advisory
• Investments
• Equities
• Fixed Income
• Financial Modeling
• Private Equity
• Derivatives
• Financial Analysis
• Capital Markets
• Investment Management
• Wealth Management
• Portfolio Management