Custody Services

At First Republic, you can rest assured that your custody account is being managed efficiently and effectively, with your needs in mind.

Benefits

  • Knowledgeable, experienced trust officers dedicated to handling custody needs

Details

  • Timely receipt and disbursement of funds
  • Processing of managed trades and coordinated reconciliation
  • Detailed and timely monthly statements and customized reporting
  • Internet account access for you and/or your advisors
  • Year-end tax planning assistance, including gifting
  • Detailed year-end tax ledgers
  • Consolidated statements for multiple accounts

Services

  • Investment Management Services

    First Republic Investment Management, an SEC Registered Investment Advisor, offers objective, individualized wealth management solutions. Our portfolio managers deliver customized investment advice to individuals, companies, governmental entities and many nonprofit organizations.

  • Brokerage Services

    At First Republic Securities Company, LLC (Member FINRA/SIPC) we tailor investment solutions for our clients. Because we don't have proprietary mutual fund products, we are able to provide a broad range of brokerage, trading and custody services.

  • Trust Services

    First Republic Trust Company and First Republic Trust Company of Delaware LLC take a hands-on, personalized approach to a variety of trust services, managing sensitive matters with expertise, objectivity and thoughtful decision-making.

Articles & Insights

  • 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

  • Understanding the Main Types of Trusts

     Jaclyn McClellan, CFA, Contributor
    The Motley Fool

    Trusts are estate-planning tools, and like other estate-planning structures (like foundations or life insurance), a trust's structure will determine how assets are controlled