Access

$95 per 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

Coming Soon

Small Bank

$2,997

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

Coming Soon

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

Coming Soon

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

It's so Easy to

It's not what you leave,

Change

It’s what

lives on.

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.

We help you plan for the future

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(925) 261-8330

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Privacy policy

This website is a publication of Regents Park Advisors. Advisory services are offered through Regents Partners, a Registered Investment Advisor, DBA Regents Park Advisors. The firm is registered as an investment advisor and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgement of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategy discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding you’re specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s return and cannot eliminate the risk of investment losses.

Home

Home

Services

Services

Learn More

Learn More

Contact

Contact

(925) 261-8330

© All rights Reserved

Privacy policy

This website is a publication of Regents Park Advisors. Advisory services are offered through Regents Partners, a Registered Investment Advisor, DBA Regents Park Advisors. The firm is registered as an investment advisor and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgement of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategy discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding you’re specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s return and cannot eliminate the risk of investment losses.

We help you plan for the future

Home

Home

Services

Services

Learn More

Learn More

Contact

Contact

(925) 261-8330

© All rights Reserved

Privacy policy

This website is a publication of Regents Park Advisors. Advisory services are offered through Regents Partners, a Registered Investment Advisor, DBA Regents Park Advisors. The firm is registered as an investment advisor and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgement of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategy discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding you’re specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s return and cannot eliminate the risk of investment losses.