Trust Services
First Republic Trust Company Office Locations
San Francisco | Palo Alto | Los Angeles | Portland, Oregon | Vancouver, Washington | New York CityGarden City, New York | Greenwich, Connecticut | Boston | Palm Beach | Wilmington, Delaware | Jackson, Wyoming
Additional Services
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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.
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Estate and Trust Settlement Executor Services
First Republic Trust Company acts as an impartial fiduciary in the best interests of all beneficiaries.
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Successor Trustee
Appointing a corporate, successor trustee can remove the administrative and legal burden of acting as trustee from an individual.
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Trustee of Revocable, Irrevocable and Testamentary Trusts
At First Republic, you can work with an impartial fiduciary to administer a trust.
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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.
Features
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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.
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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.
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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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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.
What Our Clients Say
Why First Republic Trust Company? Easy: incredible service, all of the time.
Duane McDougall
Former CEO, Willamette Industries
Barbara McDougall
Clients of First Republic Trust Company Since ’07