Trust Administration
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
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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.
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Brokerage Services
At First Republic Securities Company, LLC (Member FINRA/SIPC) we tailor investment solutions for our clients and provide a broad range of brokerage, trading and custody services.
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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.
Articles & Insights
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Handling an Inheritance: How a Corporate Trustee Can Help
Margaret A. Zywicz, Senior Trust Officer
First Republic Trust CompanyWhen 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.
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Understanding the Main Types of Trusts
Jaclyn McClellan, CFA, Contributor
The Motley FoolTrusts 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.