Pricing
Pricing

Choose How You Work With Us

Choose How You Work With Us

Every tier below is a level of partnership; here's what's included at each stage.

Every tier below is a level of partnership; here's what's included at each stage.

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

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WEALTH

$995 / Month

  • CORE +

  • CPA services. Annual required state & federal tax filings

    Processing of all loans. Funds transfers & collection of interest payments


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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


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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.

1

Vision & Values Discovery

Vision & Values Discovery

We start with what matters most, not just financially, but relationally and generationally, so the structure reflects your family, not a template.

We start with what matters most, not just financially, but relationally and generationally, so the structure reflects your family, not a template.

2

Family Mapping & Education

Family Mapping & Education

We map your family's structure, roles, and readiness, and begin preparing the rising generation with foundational financial knowledge.

We map your family's structure, roles, and readiness, and begin preparing the rising generation with foundational financial knowledge.

3

Asset & Estate Planning Review

Asset & Estate Planning Review

Our licensed experts review your assets, entities, and existing estate plan to find the gaps and the opportunities.

Our licensed experts review your assets, entities, and existing estate plan to find the gaps and the opportunities.

4

Wealth Transfer Strategy

Wealth Transfer Strategy

We design the family bank itself: the lending framework, governance, and documentation that move capital intentionally across generations.

We design the family bank itself: the lending framework, governance, and documentation that move capital intentionally across generations.

5

Legacy Structures & Governance

Legacy Structures & Governance

We help you create long-term structures like family charters, foundations, or councils to support unity and shared decision-making.

We help you create long-term structures like family charters, foundations, or councils to support unity and shared decision-making.

6

Communication & Family Meetings

Communication & Family Meetings

We facilitate the conversations and intergenerational meetings that build trust, transparency, and alignment, then move into ongoing stewardship.

We facilitate the conversations and intergenerational meetings that build trust, transparency, and alignment, then move into ongoing stewardship.

7

Ongoing Stewardship & Support

Ongoing Stewardship & Support

Legacy is never “set and forget.” We provide ongoing guidance, updates, and mentorship to help your family stay aligned over time.

Legacy is never “set and forget.” We provide ongoing guidance, updates, and mentorship to help your family stay aligned over time.

Learn more about our method

FAQ

What is legacy management?

When should I start legacy planning?

How is legacy management different from estate planning?

Why do most families lose wealth by the third generation?

What does your team do to support our legacy plan?

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