Wealth Management
Discretionary portfolios, trust and estate structuring, and multi-generational planning built around your family's balance sheet.
Speak with an advisor→01
Our Heritage
A quiet house
of capital, since 1898.
Founded at the close of the nineteenth century, First Regent Prime began as a single-room counting house serving merchant families. Four generations later, we remain deliberately private — answerable to our clients, not to quarters.
Our discipline is simple: preserve first, grow second, and never confuse the two. Every mandate we accept is bound by the same fiduciary standard that governed our first ledger.
Independently held
Partner-owned. No external shareholders, no competing interests.
Fiduciary by charter
Your interest stands first — written into our founding charter.
