A long correspondence with the families we serve.

What we are retained for.

A Regium engagement begins with a quiet survey of the principal's circumstances: where capital is held, how it is owned, who is to receive it, on what terms, and under which jurisdictions. From this we build a structural picture, agreed in writing, and we return to it as conditions change.

The work itself.

• Strategic asset allocation — across listed, private, and real assets, integrated with the family's existing balance sheet.
• Governance & structure — trusts, foundations, family limited partnerships; coordinating legal, fiduciary, and tax counsel.
• Succession & next generation — twenty-year programmes of education, observation, and graduated responsibility.
• Reporting — a single, plain-English statement, consolidated across custodians, sent quarterly with a written letter from a partner.
• Philanthropy — structuring, governance, and stewardship advice; we hold no view on causes.
• Counsel in difficult years — bereavement, divorce, sale of a family business. The relationships we hold are most useful at exactly these moments.

What we are not.

We are not a custodian. We are not a private bank. We do not sell products, and we accept no commissions. We hold no proprietary investment vehicles outside the mandates we manage. Our role, when retained as wealth counsel, is to coordinate the principal's existing relationships and to advocate for the principal within them.

How we are paid.

A single retainer, agreed in writing, payable quarterly. The fee is not contingent on assets moved, products placed, or referrals made. Where we also manage capital under a Regium mandate, the retainer is reduced by the management fee paid on those assets; principals do not pay twice for the same hour.