HOME > Private Wealth Management > Trust Services
First Republic Trust Company
First Republic's trust services work flexibly with our client's existing advisors and investment managers to provide objective counsel and decision-making and tailor our services in response to what is best for our clients.
Senior, seasoned trust officers meet with beneficiaries and enjoy working closely with them and their professional advisors to analyze the circumstances unique to each account. Through these consultations, we assist with selecting the appropriate investment managers or advisors for the trust assets. We recognize the importance of all parties working towards the common goal of ensuring the financial well-being of the beneficiaries and frequently serve as co-trustee with the individuals.
The best interests of the trust beneficiaries are preserved through non-biased assistance during estate settlement and trust administration and impartial fiduciary duty. Our trust officers have the professional knowledge and experience to understand complex trust agreements and participate in establishing investment objectives. We provide assistance to our clients in collecting income payments, disbursing funds, settling trades, transferring funds and maintaining their financial and investment records.
Most importantly, we never forget that our role is to serve families and their selected charities. It would be a privilege to serve you!
