Over the years, we’ve developed a special understanding of specific situations and circumstances that enables us to provide the real-life advice and strategies you seek. We can help navigate not only the complexities that come with growing wealth, but also the family dynamics, personal challenges, business issues, and legal and cultural biases facing so many of us and our loved ones today.
Business owners have enough demands on their time and energy without the additional burden of mapping a route to retirement or other long-term goals. Our business owner specialists focus on helping you develop a plan for financial independence, preparing to transition out of a business financially and psychologically, generating a paycheck from the portfolio, succession planning, domicile planning, and other strategic planning matters that come with owning your own business.
For more than two decades, CI RegentAtlantic has helped business owners design simple, transparent, retirement plans designed to benefit their employees. We take no commissions and are fiduciaries who always act in the best interests of your plan and your employees. You gain a dedicated retirement plan team focused on oversight, allowing you to devote your time and energy to what you do best—leading your organization—secure in the knowledge that your plan and employees are in good hands.
C-suite and senior-level executives have unique wealth management challenges. Managing the many layers of personal compensation and benefits packages can often be a time consuming and burdensome task. We help to alleviate that burden by advising on the compensation negotiation, identifying ways to help protect personal and professional assets due to oversized positions, and planning for taxation issues triggered by equity-based and deferred compensation. RegentAtlantic works with corporate executives to help simplify these complex issues and more.
The food and beverage industry presents entrepreneurs with opportunities at each stage, from launch and expansion to product development, raising capital, liquidity events and more. RegentAtlantic partners with entrepreneurs every step of the way—providing a team of specialists and a customized financial plan that can better prepare you for every challenge that comes your way.
Even seemingly simple decisions like how to combine finances, start a family, or even where to retire can involve additional complexities for members of the LGBTQIA+ community. In order to truly protect and provide for the people you love, every decision needs to be overlaid with the appropriate state and federal laws (and sometimes company policies). We take pride in supporting and celebrating LGBTQIA+ individuals and creating custom wealth plans that can:
At CI RegentAtlantic, we help nonprofits so you can do more for others. For more than 15 years, nonprofits have been turning to us to help them manage their capital—from creating an investment strategy aligned with their organization’s mission to customizing endowment spending guidelines, and more. We invest in the success of your organization, offer reduced fees for endowment management, and leverage our resources to provide unique development opportunities and connections to specialists in a variety of fields.
Senior communities—also known as Life Plan Communities and Continuing Care Retirement is an increasingly attractive housing alternative for retirees. With a wide range of communities and types of contracts (all-inclusive, modified or fee-for-service) from which to choose, it is critical to understand the immediate and long-term impact on the individual’s financial status. We specialize in working with seniors—to help them understand the nuances between community types, how to choose the community that best aligns with their desired lifestyle, and how to evaluate and plan for the financial commitment.
Female executives on Wall Street have a full plate of responsibilities and demanding schedules, so it’s no wonder personal finances often fall to the bottom of the to-do list. Our expert team can help you make the most of your finances—from creating a plan toward retirement and prioritizing cash flows, to guiding you in making strategic, informed decisions that impact all aspects of your life. Additionally, we can help you determine if you can afford to accept that dream job, move onto another stage in your career, or have enough to call it quits and enjoy an early retirement.
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CI Regent Atlantic Private Wealth