One-Time Investment
$5,000
Entity formation and governance · Bank and investment account creation · Initial funding and asset transfer strategy
plus
Choose your ongoing level of support:
CORE
$495 / Month
Books & records keeping. Bookkeeping & reconciliation of all bank accounts
Standard reporting. Monthly electronic statements for all account holders
WEALTH
$995 / Month
CORE +
CPA services. Annual required state & federal tax filings
Processing of all loans. Funds transfers & collection of interest payments
LEGACY
$2,495 / Month
WEALTH +
Legacy Bank website. Custom logo, URL & look-and-feel
Legacy Bank vault services. Documents, history, pictures & family memories
Tax planning & consulting. To reduce on invested funds
Not sure where to start? Book a free consultation, and we'll point you to the right path.
CORE
$495 / Month
WEALTH
$995 / Month
LEGACY
$2,495 / Month
Books & records keeping: bookkeeping & reconciliation of all bank accounts
Standard reporting: monthly electronic statements for all account holders
CPA services: annual required state & federal tax filings
Processing of all loans: funds transfers & collection of interest payments
Legacy Bank website: custom logo, URL & look-and-feel
Legacy Bank vault services: documents, history, pictures & family memories
Tax planning & consulting: strategies to help reduce taxes on invested funds
THE REGENTS METHOD
How We Build Your Family Bank
Seven stages, one outcome: a structure your family understands, trusts, and can run for decades. Once it's in place, we shift to long-term stewardship.