The mighty Masai, one of the most fabled tribes of Africa considered to have warriors both fierce and intelligent, traditionally greet each other with “Kasserian Ingera” which means “And how are the children?”
You can expect something similar when you’re a Regent client. We’re not engaged in a relationship with your money – we’re in a relationship with you. Our relationship philosophy extends to wanting to get to know your family – and your business if you’re a business owner – and making sure that our planning reflects your wishes for them. Just like any business you engage for a personal relationship, you’re engaging with people – people you’re going to spend a lot of time with.
We’re a small firm dedicated to really getting to know each client and to giving intense personal service. Clients’ needs are treated with the highest priority. Our team is small enough to know each client but with breadth enough to address all of your questions and needs. We’re united in the belief that service is a way of life – and we believe you’ll have that feeling when you’re a Regent client.
In addition to our staff, we offer clients access to our network of outside consultants and other professionals– from estate planning attorneys and tax advisors to investment research firms and managers for specific asset classes – with whom we have strategic relationships.