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

    First Republic Trust Company and First Republic Trust Company of Delaware LLC take a hands-on, personalized approach to trust administration.

  • 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.

Articles & Insights

  • Four Key Factors to Consider When Selecting a Trustee

    Kelly Johnston, CTFA and CWS
    First Republic Trust Company

    Trusts are only as effective as the managing trustee. This makes the selection of the trustee one of the most important decisions you can make when developing a legacy plan.

  • Generational Wealth Transfer: How to Prepare Your Heirs

    Joseph Dionisio CFP, Senior Financial Planner
    First Republic Investment Management

    Family members often have difficulty discussing wealth. This information helps family members broach the topic and effectively plan financial stability.

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.