Providing Client Solutions, Forward-Thinking Leadership, and an Unwavering Commitment to Independence

Regal Charitable
Regal Charitable (RC) can help you fulfill your philanthropic goals and create your legacy through our Donor-Advised Fund Program. A Donor-Advised Fund is a simple way to pass on your values and assets to the next generation.
RC will work with you to help create a customized giving plan to support qualified charities. You will benefit from a charitable tax deduction while allowing your investments to grow tax-free. This gives you the opportunity to plan how to support your favorite charities. We offer customized solutions and guide you through the sometimes difficult process of transferring your assets while sharing your values with your heirs and/or benefactors.

LIONSHARE
LIONSHARE and its strategic partners have the ability to create compliant marketing materials such as pitch books and financial presentations, analyze investment performance statistics, and manage advisor relations.
LIONSHARE creates a bridge between portfolio managers and potential advisors to expand the marketplace. We offer analysis on risk, performance, and fee structures. Through these efforts, LIONSHARE builds strong relationships and helps create a positive client experience.
For inquiries, contact Don Carlson at 800.357.4757
or fill out the form below.