Wealth Transfer

Wealth Transfer
Transferring wealth requires careful planning to ensure your wishes for the future are properly addressed. We work with you to do so in the most efficient way possible, minimizing estate taxes, and determining the most appropriate strategy to help establish long-term security and financial well-being for your family and heirs.
  • Trust Administration

    As a fiduciary (i.e., trustee, co-trustee or successor trustee), we manage trust assets efficiently and effectively, honoring the wishes of the grantor while keeping the needs of the beneficiaries in mind. More

  • Financial Planning

    First Republic can conduct a personal financial review to help you evaluate and determine how much you will need to save to achieve your goals.

  • Concentrated Wealth Strategies

    First Republic Securities Company, LLC (Member FINRA/SIPC) offers hedging transactions, employee stock options, and corporate selling plans (Rule 10b5-1 Plans) that allow you a variety of options to diversify your concentrated equity holdings.

Insights & Education

  • Spectrum Newsletter Winter/Spring 2023

    Read about opportunities to manage wealth through different means, while navigating turbulent markets with financial well-being as your compass.

  • Gifting to Family Members: Pitfalls and Benefits

    First Republic Investment Management

    Most individuals have gifted to charity in some form or another during their lifetimes — either for personal reasons or for the possibility of receiving a deduction against their federal income taxes.

  • Handling an Inheritance: How a Corporate Trustee Can Help

    Margaret A. Zywicz, Senior Trust Officer
    First Republic Trust Company 

    When you include a trust in your estate plan, you have to name a trustee — a person or entity whose job is to ensure the trust is managed and distributed according to the instructions laid out in the trust.

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


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.