- Multi-level planning available to address both simple and complex financial situations
- An experienced team of Senior Financial Planners dedicated to exclusively focusing on financial planning work with clients
- Provides information on balance sheet, cash flows, and expense projections and savings.
- Other available analyses include projecting and planning for education expenses, retirement, long-term care needs, gifting, family support and charitable giving.
- Comprehensive estate and financial planning available for more complex needs.
Jeff Kuhlman, Senior Vice President, Research
Building a sound investment program for endowments and foundations through purpose, people and policies.
Linda Yang, Financial Planner
First Republic Investment ManagementGifting during your lifetime can be an effective estate planning strategy with multiple benefits.
Petra Chien, CFP®, Financial Planner
First Republic Investment ManagementOwning real estate as an investment presents both benefits and unique challenges.
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Our experienced team offers a range of planning services to meet your needs and goals.