Trust Administration

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.


  • 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


  • 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


  • 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 and provide a broad range of brokerage, trading and custody 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.

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