As part of our holistic approach to wealth management, First Republic offers a complete range of insurance solutions. From disability and income replacement solutions to business succession and wealth transfer strategies, our Estate and Business Planning Specialists are here to help you and your family to minimize risk.
- Our planning and advisory approach is integrated seamlessly into our wealth management service offering
- Well-integrated strategies are designed to help secure family wealth, business interests, and mitigate tax and investment risks
- We offer plans to help ensure beneficiaries’ needs are protected
- Policy and plan audit for individuals and businesses
- Individual and trust owned life insurance, executive and employee benefit plans for businesses
- Traditional permanent and term life insurance
- Disability insurance and income replacement solutions for high income earners
- Annuities which can be structured to provide guaranteed lifetime income and mitigate “longevity risk”
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Our experienced team offers complete insurance solutions to meet your objectives.