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.

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 takes 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

Get Started Today

Our Relationship Managers are ready to tailor financial solutions to suit your individual needs.

Get Started Today

Our trust professionals welcome the opportunity to develop a customized wealth management solution.

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