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Private Wealth Management

At First Republic, we develop wealth management strategies that take into account our clients’ complete financial picture. We believe in customized solutions rather than a “one size fits all” approach to help you work towards your specific needs.

Investment Management Services

Brokerage Services

Trust Services


Private Wealth Management Services Private Wealth Management Services
Private Wealth Management
A Relationship Based Approach
Our private wealth management team is dedicated to providing clients with personalized, objective advice.

Firm Overview

($ in billions)
First Republic Investment Management, Inc.
First Republic Securities Company, LLC
First Republic Trust Company and First Republic Trust Company of Delaware LLC
$23.3
$15.7
$6.2

Team Image

Spectrum: Panorama: Investor Sentiment Cycle, A Modern-Day Roller-Coaster Ride
Michelle Watson, Chief Investment Officer, First Republic Investment Management, February 13, 2014
At the beginning of each year, we formally discuss economic and investment themes in our Quarterly Viewpoint. In this edition of Spectrum, we wanted to expand on one of those themes: the Investor Sentiment Cycle. See More
ARTICLES BY PRIVATE WEALTH MANAGEMENT PROFESSIONALS Spectrum: Accentuating the Positives, The Often Overlooked Advantages of Life Insurance
Kathryn Harrison, CFP®, CPA (inactive), Managing Director, Wingspan Insurance Group, LLC, February 13, 2014
Stocks, bonds and hedge funds typically are the focus of investment portfolios for affluent families and their advisors. Their appeal is supported by media attention, daily valuations and a drive to maximize performance. See More

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