The only thing that matters on banks
Neil Rose highlights the risks and failures of banks.
Enduring Value. Peace of Mind.
Regency Capital is a private asset management and wealth advisory firm serving high net worth individuals, families and select institutions. We support and enrich lives through steadfast fiduciary values, outstanding talent, and a powerfully rational approach to money and life.
Services
Investment Management
We offer customized portfolio management, including a sensible and simple approach to asset allocation and investment selection: we want to invest in whatever makes good sense. This means quality, liquidity, and value. Most of all, it means a focus on managing risk in its various forms.
Rational Wealth Management
We combine our Investment Management services with helping clients identify their goals and giving them the strategies and tools to raise their odds for success. We engage with clients’ tax and legal professionals and leverage their expertise for clients’ financial and retirement planning. Clients also seek our help in business strategy, tax efficiency, generational wealth transfers, and acquisitions.
Family Office
For certain larger estates, we offer family office services along with wealth management. Services include multi-generational planning, reporting, organization, document management, family governance, financial administration, and other services.
Our Team
Our team of professionals is here to support and enrich lives through steadfast fiduciary values, outstanding talent, and a powerfully rational approach to money and life.
News
5 Thoughts on the SVB Collapse
The article discusses the recent collapse of Silicon Valley Bank (SVB), which was the 16th largest bank in the US with $200 billion in assets at its peak. Neil Rose provides five thoughts on the bank's collapse.
Finding Alignment: How My Core Values Led Me to Regency
Kawika Shoji shares his personal journey from professional volleyball to the financial world in hopes that it will inspire and help readers understand more about the team and the transition.