Taxes

• Tax Planning
  You’ve worked hard to create a successful business. We work closely with you to develop solutions to ensure the short and long term success of your hard work. At First Republic we coordinate with you and your team to address, among other issues, tax planning, cash flow analysis, business succession planning, and executive compensation planning.
• Charitable Giving
  Other available analyses include projecting and planning for education expenses, retirement, long-term care needs, gifting, family support and charitable giving.
• Estate Taxes
• Tax Services
• Roth IRA
  First Republic offers the Roth IRA, subject to annual income and contribution limits, to enjoy potentially tax-free earnings later in life.
• Income Tax
  Most individuals have gifted to charity in some form or another during their lifetimes — either for personal reasons or for the possibility of receiving a deduction against their federal income taxes.

Investment

• Investment Management
  Investment Advisory services are provided by First Republic Investment Management, Inc. Trust and Fiduciary services are offered through JPMorgan Chase Bank, N.A; and First Republic Trust Company of Delaware LLC and First Republic Trust Company of Wyoming LLC, both wholly owned subsidiaries of JPMorgan Chase Bank, N.A. Brokerage services are offered through First Republic Securities Company, LLC, Member FINRA / SIPC. Insurance services are provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License #0I13184.
• Bonds
• Wealth Management
  First Republic Private Wealth Management prides itself on management experience, stability and continuity. Find out more about our professionals below. Check the background of the firm and its investment professionals on FINRA’s BrokerCheck.

Accounting

• Accounting Services
  You can consolidate all your clients’ individual accounts under one umbrella and each account still earns interest. Bookkeeping will be simplified and tax reporting made more efficient.
• Cash Flow Analysis

Planning

• Financial Planning
  First Republic can conduct a personal financial review to help you evaluate and determine how much you will need to save to achieve your goals.
• Retirement Planning
  First Republic can help your company set up a Simplified Employee Pension Plan, providing long-term financial security and a way to differentiate yourself from the competition.
• Annuities
  As part of our holistic approach to wealth management, First Republic offers a full range of insurance-based risk management solutions. You have access to traditional permanent and term life coverage, long-term care, disability and annuities.
• Long Term Care
• Asset Management
  An active asset allocation strategy allows for adjustment in your portfolio based on current conditions, helping to lessen your exposure to market declines and better protect your capital.