Regis Management

Regis Management is an independent investment office focused on serving ultra-high net worth clients, multigenerational families, and foundations. The firm specializes in marketable securities, alternative investments, and private investments, providing customized investment management solutions tailored to the unique goals and needs of each client. In addition to investment management, Regis Management offers tax consulting, return preparation, and philanthropy services, helping clients enhance tax efficiency and achieve their financial objectives. With a consultative approach, the firm aims to deliver exceptional client service and act as a trusted advisor, facilitating meaningful relationships with intermediaries and service providers to support its clients' complex, multigenerational aspirations.