Successor Trustee

Seeking a trustee to serve the trust after the initial trustee appointment?

Appointing a corporate, successor trustee can remove the administrative and legal burden of acting as trustee from an individual.

Details

Unbiased assistance during estate settlement and trust administration.
An impartial fiduciary required to act in the best interests of all trust beneficiaries.

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The Mission-Aligned Portfolio

Jeff Kuhlman, Senior Vice President, Research

Building a sound investment program for endowments and foundations through purpose, people and policies.
Annual Exclusion Gifts: A Simple Way to Transfer Wealth

Linda Yang, Financial Planner
First Republic Investment Management

Gifting during your lifetime can be an effective estate planning strategy with multiple benefits.
The Tax Challenge With Highly Appreciated Real Estate

Petra Chien, CFP®, Financial Planner
First Republic Investment Management

Owning real estate as an investment presents both benefits and unique challenges.

Our Relationship Managers are ready to tailor financial solutions to suit your individual needs.

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