Trust Administration

First Republic Trust Company and First Republic Trust Company of Delaware LLC take a hands-on, personalized approach to trust administration. Rest assured that trust assets are being managed efficiently and effectively, with the needs of the beneficiaries in mind, and trust distributions made in accordance with the grantor's wishes.
Benefits
  • Dedicated, experienced trust officers
  • Partnership with First Republic Investment Management for comprehensive and customized portfolio management solutions
  • May also utilize open architecture approach for management of client assets
  • Expertise in interpreting trust agreements, establishing investment objectives, determining appropriate distributions, coordinating tax preparation, and interacting with current and remainder beneficiaries
  • Commitment toward building relationship as trusted resource and partner of client and/or existing family advisors
Details
  • Administrative support that includes detailed and timely monthly statements and year-end tax ledgers; customized reporting; timely receipt and disbursement of funds; and processing of managed trades and coordinated reconciliation
  • Internet account access for beneficiaries, co-trustees, accountants and other advisors
  • Tax preparation provided by independent professionals
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.

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