Trustee of Revocable, Irrevocable and Testamentary Trusts

At First Republic, you can work with an impartial fiduciary to administer a trust

First Republic’s trust officers act solely in the interest of the beneficiaries and avoid conflicts of interest.

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A team approach with the beneficiaries and professional advisors associated with the relationship.

Articles & Related Content

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.