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Operating Accounts
Manage transactions for your firm and managed funds with our Business Checking accounts and Treasury Management Services. We can work with you or your fund administrator. In fact, we have long-standing relationships with administrators of all sizes, as well as with institutional funds and friends and family funds. Get account information and transaction initiation services for both you and your fund administrator through our proprietary Corporate Online banking or SWIFT.
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Foreign Exchange
Take advantage of our complete foreign exchange capabilities — including foreign currency accounts, spot contracts, forward contracts and hedging strategies — to navigate currency markets and manage exchange rate risk. Work directly with First Republic Bank as your counterparty, not a subsidiary or offshore branch, when you open a foreign currency account.
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For Principals and Employees
Our Private Banking services can help your principals and employees meet their financial goals. Your dedicated banker will work with you to tailor a solution to your needs, from opening a checking account to planning for retirement or financing the purchase of a home, aircraft or yacht. First Republic Private Wealth Management can also help with key person insurance.
Additional Resources
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Financial Executives Alliance (FEA)
First Republic is committed to the alternative investment community and supports its growth through the Financial Executives Alliance (FEA), a complimentary professional networking group solely for senior financial decision-makers at alternative investment management firms. Benefits include educational articles, webinars, networking tools and peer-to-peer advice discussion boards.
For more information, and to register, visit feaai.com
Insights & Education
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Annual Exclusion Gifts: A Simple Way to Transfer Wealth
Linda Yang, Financial Planner, First Republic Investment Management
Using the annual gift exclusion can be an effective way of transferring wealth during your lifetime to the people you love.
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6 Mistakes Organizations Make When It Comes to Cybersecurity
Marc Wilczek, Contributor, CIO
The overwhelming majority of Chief Information Security Officers (CISOs) are concerned about keeping up with rising cybersecurity threats within their organizations. Here are six reasons why.