Private Wealth Management

At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional service to you each and every time.

  • Market Insights

    Resources

    • Week In Review

      The most impactful world events and market movements summarized by our in-house Research Team

    • Quarterly Update

      A deeper dive from our Research Team including quarterly highlights, insights, trends and market returns

    • Spectrum Newsletter

      Exclusive insights from our wealth management team curated for the friends and clients of First Republic

    • Foreign Exchange

      Our commentary on highlights in the world’s currency markets, updated daily

    ARTICLES BY PRIVATE WEALTH MANAGEMENT PROFESSIONALS

    • outlook

      2021 Outlook: A Year of Two Bridges

      After causing a tumultuous start to the new decade, the coronavirus pandemic will continue to heavily influence the trajectory of global economies and markets in the year ahead. Read more from our Research Team on the economy, financial markets and 2021 investment opportunities.

    • CARES, Capital Gains and Proposition 19: Your 2021 Financial Planning Guide

      It’s 2021 and we’re all navigating an unprecedented degree of change. With tax season already on the horizon, we recommend you learn more about how California’s Proposition 19, updates to the CARES Act and other big changes may affect your financial profile this year.

    • Protecting Your Legacy: Estate Planning Insights

      Estate planning is a necessary part of preserving your wealth and legacy. While it may appear intimidating at first, careful planning is key to help you avoid legal and tax challenges for your beneficiaries. In particular, trusts can minimize tax obligations, determine how you want your assets to be utilized by your beneficiaries, and ensure that your wishes are clear and legally binding after you pass away.

    • Two people marking a map with pins

      Expanding Overseas? How to Start the Conversation About Going Global

      With the global market getting smaller and more interconnected every year, businesses with a keen eye toward growth are increasingly looking to expand beyond U.S. borders. There’s a world of opportunity for interested companies — from those looking to grow internationally to startups with a global vision written into their mission statements.

    • Guiding Your Family Successfully Through the Transition to Wealth

      Dr. Jim Grubman has spent his career studying the impact of wealth on families, especially new wealth, and what differentiates those who successfully adapt to their new lives. By approaching the topic through a psychologist's lens, Dr. Grubman has uncovered important insights into how first-generation wealth creators can navigate what amounts to a surprisingly novel culture.

  • Services

    • Investment Management Services

      First Republic Investment Management, an SEC Registered Investment Advisor, offers objective, individualized wealth management solutions. Our portfolio managers deliver customized investment advice to individuals, companies, governmental entities and many nonprofit organizations.

    • Brokerage Services

      At First Republic Securities Company, LLC (Member FINRA/SIPC) we tailor investment solutions for our clients and provide a broad range of brokerage, trading and custody services.

    • Trust Services

      First Republic Trust Company takes a hands-on, personalized approach to a variety of trust services, managing sensitive matters with expertise, objectivity and thoughtful decision-making.

    Serving your wealth management needs

    • Financial Education

      Whatever stage you are at in your life or career, our experienced professionals work with you... More

    • Investments

      We listen first to take into account your individual objectives, investment timeline and tolerance... More

    • Business Planning

      At First Republic we coordinate with you and your team to address, among other issues, tax... More

    • Wealth Transfer

      We work with you to do so in the most efficient way possible, minimize estate taxes, and... More

    • Philanthropy

      We can work closely with your organization to help meet its unique investment goals... More

    • Retirement

      You’ve worked hard to get to where you are. We will work with you to understand your goals and... More

  • Private Wealth Management Bios

    First Republic has a wealth management team with an average of twenty two years experience available to serve your needs — whether investment management, brokerage or trust services. Meet the Entire Team

    Andrew Burge
    Andrew Burge

    Senior Vice President, Chief Administrative Officer
    First Republic Private Wealth Management

    Susie Cranston
    Susie Cranston

    Executive Vice President
    First Republic Investment Management

    Nicolas Gentin
    Nicolas Gentin

    Executive Vice President
    First Republic Investment Management

    Amy Hong
    Amy Hong

    Chief Compliance Officer
    First Republic Investment Management

    Kelly Johnston
    Kelly Johnston

    President
    First Republic Trust Company

    Chris Liuzzi
    Chris Liuzzi

    Senior Vice President
    First Republic Private Wealth Management

    Richard Lombardozzi Jr.
    Richard Lombardozzi Jr.

    Head of Foreign Exchange
    Foreign Exchange

    David C. Tateosian
    David C. Tateosian

    President
    First Republic Securities Company

    Robert L. Thornton
    Robert L. Thornton

    Executive Vice President and President
    First Republic Private Wealth Management

    Christopher J. Wolfe
    Christopher J. Wolfe

    Chief Investment Officer
    First Republic Private Wealth Management

  • Relationship Based Approach

    What sets First Republic apart is that we have made it our mission to understand and respond to clients' needs with customized solutions, while striving to deliver an unparalleled level of service every step of the way. We work together as a collaborative team to address a client’s complete financial picture and excel at consistent and timely client communications. Our main objective for every portfolio is to create a complete and integrated set of solutions to meet each client’s long-term financial objectives and goals.

    First Republic Product and Services Wheel Graphic

    Firm Overview

    • Assets Under Management & Administration
      (as of December 31, 2020)

      $194.5 B
    • Average Experience of Professionals

      22 Years

Get Started Today

Our brokerage services professionals welcome the opportunity to develop a customized wealth management solution.

Investments through First Republic Investment Management and First Republic Securities Company, LLC, are:

NOT FDIC-INSURED │NOT BANK GUARANTEED │ MAY LOSE VALUE
Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.