Regal Wealth Group

Regal Wealth Group

Regal Wealth Group was co-founded by William Beeler and Gary Klein, and the Beeler family retains direct ownership through Jacqueline Bailey-Beeler as trustee of the Beeler Family Trust. The office was established to provide multi-generational wealth management, moving beyond traditional asset allocation to encompass alternative investments, succession planning, and tax optimization for a small circle of families. Its roots trace to the founders' earlier careers: Beeler spent years as a pilot in the U.S. Air Force and with a major airline before shifting to financial services, bringing an operations and compliance lens to the family-office structure. The firm deploys capital across three primary alternative asset classes: private credit, private equity, and hedge funds, with a supplementary focus on intellectual property and royalties. Its investment stage is concentrated on Pre-IPO opportunities, specifically targeting healthcare services, biotech, and sports and wellness companies. Geographic reach includes North America, Asia, and Oceania, though specific portfolio-company names have not been disclosed. The investment strategy couples direct exposure to later-stage private companies with fund commitments that diversify risk across uncorrelated return streams. The advisory team numbered at least five professionals—including co-founders Beeler and Klein, and Vice President of Client Services Jodi Edwards—before a structural shift in 2024. That year, Beeler, Klein, Edwards, and Senior Vice President of Operations Darcy Pierce transitioned their client-facing advisory practices to Pacific Pointe Advisors, a wealth-management firm led by Klein's son, Mike Klein. The move did not dissolve the family office; ownership and trust-level assets remain under the Beeler Family Trust, while client-management and advisory functions now operate through the Pacific Pointe entity in Seal Beach and a satellite office in Novato. The two-tier architecture—a private family trust holding assets while advisory services sit inside an external RIA—is an unusual structural differentiator for a multi-family office of this scale. The Beeler Family Trust maintains control over the underlying investments and governance, while Pacific Pointe Advisors provides the licensed advisory platform, compliance infrastructure, and expanded professional staff including CPAs and CFP®s. This separation creates a governance layer that could insulate family capital from operating-business liabilities, a posture more common among ultra-high-net-worth single-family offices than among co-mingled multi-family advisory practices.