Trust Services

Trust Services
First Republic Trust Company takes a hands-on, personalized approach to a variety of trust services, managing sensitive matters with expertise, objectivity and thoughtful decision-making. We take a team approach in which the trustee, beneficiaries and professional advisors all work together to carry out the wishes of the grantor. We can serve as the fiduciary on revocable, irrevocable, testamentary, charitable, marital, estate settlement and administrative trusts. We can also serve as either executor or co-executor / personal representative or co-personal representative.


First Republic Trust Company Office Locations

San Francisco | Palo Alto | Los Angeles | Portland, Oregon | Vancouver, Washington | New York City
Garden City, New York | Greenwich, Connecticut | Boston | Palm Beach | Wilmington, Delaware | Jackson, Wyoming

Additional Services

  • 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.

  • Estate and Trust Settlement Executor Services

    First Republic Trust Company acts as an impartial fiduciary in the best interests of all beneficiaries.

  • Successor Trustee

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

  • Trustee of Revocable, Irrevocable and Testamentary Trusts

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

  • 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.

Features

  • Independent Reporting

    First Republic Trust Company provides detailed and timely monthly statements and specialized reporting that can be customized to your needs. Detailed year-end tax ledgers and consolidated statements for multiple accounts are also available.

  • Organizational Synergies

    We can engage the expertise of First Republic investment managers for their objective counsel, while an open architecture platform gives us the ability to perform thorough due diligence and recommend outside investment managers where appropriate.

  • Partnership Philosophy

    Working together with the trustee, beneficiaries and professional advisors associated with the relationship, we take a team approach to ensuring the financial well-being of our client.

Insights & Education

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

Important Information

Market Insights