Wealth Transfer
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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
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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.
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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.
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Insights & Education
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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.
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Handling an Inheritance: How a Corporate Trustee Can Help
Margaret A. Zywicz, Senior Trust Officer
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.
First Republic Trust Company
NOT FDIC INSURED │NOT BANK GUARANTEED │ MAY LOSE VALUE