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The First Republic
Trust Company Solution

First Republic Trust Company, a division of First Republic Bank, has considerable experience in holding and reporting on assets such as subscription agreements, notes and stock certificates in private companies.

As a Qualified Custodian for firms registered as investment advisers under the Advisers Act and that normally produce GAAP-compliant audit statements for their investors, we offer a comprehensive and secure solution to securities custody. Whether or not required by law, there are many reasons to consider our custody services.

Some of the benefits include:

  • Keeps your firm in compliance with SEC rules
  • Simplifies internal record keeping
  • Avoids risk and cost of misplacing assets
  • Creates operating efficiencies by allowing staff to focus elsewhere

Learn more about First Republic Trust Company

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William HuppMember FDIC

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