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Clients & Community

We recognize there’s more to your life than just banking. Read about the passions of our clients, find information that supports your financial well-being, and learn about extraordinary people in the First Republic community.

A Tax-Saving Guide for First-Time Homebuyers

Buying your first home? While it’s certainly a rewarding experience, it can also be an overwhelming—and expensive—one. The good news is that the federal government offers several valuable tax breaks once you own a home...  More
A Tax-Saving Guide for First-Time Homebuyers A Tax-Saving Guide for First-Time Homebuyers

Playing Defense with Bond Strategy Playing Defense with Bond Strategy
Buying in Marquis Markets: Understanding the Upsides and Downsides Buying in Marquis Markets: Understanding the Upsides and Downsides
Will Your Legacy Reflect Your Personal Values? Will Your Legacy Reflect Your Personal Values?
Should You Convert Your Traditional IRA to a Roth IRA? Should You Convert Your Traditional IRA to a Roth IRA?
More Client Spotlight

What Matters To You, Matters Most: Jim Hale What Matters To You, Matters Most: Jim Hale

What Matters To You, Matters Most: Jim Hale

Jim Hale is the founding general partner of FTV Capital, a bi-coastal growth equity firm, and has been a First Republic client for almost 30 years. We sat down and spoke with Jim about some of the challenges he has faced as an entrepreneur...  More

Your Legacy Lives On: Jeff Atkinson Your Legacy Lives On: Jeff Atkinson

Your Legacy Lives On: Jeff Atkinson

Jeff Atkinson is the President of Concar Enterprises, Inc., a family real estate business founded in the 1940s. Jeff considers exceptional service to be key. That’s why he chose First Republic Trust Company to handle his family’s numerous trust...  More
Your Legacy Lives On: Thomas Keller Your Legacy Lives On: Thomas Keller

Your Legacy Lives On: Thomas Keller

As owner of The French Laundry in Napa, Chef Thomas Keller appreciates excellence. His family of restaurants has grown to include Per Se, Bouchon, Bouchon Bakery and Ad Hoc, and he is one of the great many clients who bank with First Republic...  More
More Videos

Your Legacy Lives On: Susan Fales-Hill Your Legacy Lives On: Susan Fales-Hill

Your Legacy Lives On: Susan Fales-Hill

Susan Fales-Hill is an accomplished Author and Television writer and producer. Born in Rome, and raised in New York City, in 2003, Susan published Always Wear Joy, a critically acclaimed memoir about her mother...  More
Helping Build Businesses: Dr. Cherlin Johnson Helping Build Businesses: Dr. Cherlin Johnson

Helping Build Businesses: Dr. Cherlin Johnson

Dr. Cherlin Johnson is the Founder and CEO of Exer – More Than Urgent Care, a business she founded to service medical patients who fall between the level of urgent care and a hospital emergency room. Since opening...  More
Helping Build Businesses: Joanne Weir Helping Build Businesses: Joanne Weir

Helping Build Businesses: Joanne Weir

Joanne Weir is a Chef and Entrepreneur who has built her business around teaching her cooking skills to others all over the world. Jack of all trades, she is a wine producer, television personality, author and host of culinary journeys...  More
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International Women's Day: Rebecca Alexander International Women's Day: Rebecca Alexander
International Women's Day: Amelia Davis International Women's Day: Amelia Davis
International Women's Day: Linda Rottenberg International Women's Day: Linda Rottenberg
First Republic: Protecting Clients and Country First Republic: Protecting Clients and Country
3 Steps to Jumpstarting Your Retirement Plan 3 Steps to Jumpstarting Your Retirement Plan
Get Ahead with a Head Start on Tax Planning Get Ahead with a Head Start on Tax Planning
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