Access

$95/month

Getting started guide

Access to the Regents Network.

Access to the Regents Legacy Events.

Live Q and A sessions with Matt

Webinar Training Events

Get Started

Small Bank

$197/month

The Access package plus…

Family Bank Creation

Designated Personal Banker

Access to CPA, CFP, Professional Family Bankers and Attorneys.

Individual Account Support

3 Months of Family Bank Administrative Services

Get Started

Big Bank

$4,997

Access and Small Bank packages PLUS…

1 year of Administrative Services

Family History and Archiving System

Family Bank Logo, Swag, and Website Creation

Family Bank kick off meeting for all members

Value Creation Training

CFP Investing Training

CPA and Accounting Services

Get Started

YOU MIGHT ASK US

FAQ:

What is legacy management?

How is legacy management different from estate planning?

Why do most families lose wealth by the third generation?

When should I start legacy planning?

What does your team do to support our legacy plan?

What is legacy management?

How is legacy management different from estate planning?

Why do most families lose wealth by the third generation?

When should I start legacy planning?

What does your team do to support our legacy plan?

What is legacy management?

How is legacy management different from estate planning?

Why do most families lose wealth by the third generation?

When should I start legacy planning?

What does your team do to support our legacy plan?

If you want to know anything else:

Ask your Question

Ask your Question

Ask your Question

Lets Start The Conversation

Today

Lets Talk

Let's start the conversation

We Are Ready:

Ready to listen first — We take the time to understand your family's goals and values before offering solutions.

Ready to listen first — We take the time to understand your family's goals and values before offering solutions.

Ready to listen first — We take the time to understand your family's goals and values before offering solutions.

Ready to guide with clarity — From estate structures to family alignment, we simplify the complex.

Ready to guide with clarity — From estate structures to family alignment, we simplify the complex.

Ready to guide with clarity — From estate structures to family alignment, we simplify the complex.

Ready to walk with you — This is more than a plan — it's a relationship built on trust.

Ready to walk with you — This is more than a plan — it's a relationship built on trust.

Ready to walk with you — This is more than a plan — it's a relationship built on trust.