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First Republic Personal Financial Services
Increased wealth often drives increased complexity in lifestyle and the day-to-day management of financial matters. Maintaining accurate accounting records is a requirement if you want true visibility into your financial affairs.
About Us
First Republic Personal Financial Services offers customized financial solutions for both our individual clients and their business entities. Using a secure web-based platform, clients can access our web site at anytime from anywhere, allowing a high degree of flexibility and freedom from the typical time and location restraints.
The First Republic Personal Financial Services Platform
Our clients use a web site that is state-of-the-art in terms of identity protection and functionality. It was specifically designed to serve ultra-affluent families that have multiple entities and complex accounting and bookkeeping needs.
The system enables clients, or their delegates, to review deposits and approve bills online in real time. Clients can set parameters to have many of the recurring bills paid automatically if they meet specific criteria. In addition, cash reports, investment statements, copies of tax returns and other important documents are available in our virtual filing cabinet.
Services offered within the context of our Personal Financial Services capabilities include:
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Cash Management
Receipt Management
Web-Based Bill Presentment & Approval
Bill Payment & Mailing
Online Bill Payment History
Credit Cards Monitoring
Bank Account Reconciliation
Electronic Filing
Investment Tracking
Insurance Tracking
Project Tracking: Residential, Boats, Auto & Planes -
Budget Preparation & Control
Expense Trend Analysis & Categorization
Account Funding & Wire Transfers
Capital Call Management
Cash Balance & Cash Flow Reports
Entity Balance Sheet and Income Statement
Individual Balance Sheet and Income Statement
Budget Preparation & Control
Payroll Services
Client Service
The Personal Financial Services team works closely with clients, family members, and trusted advisors to provide comprehensive personalized services with the utmost integrity and professionalism.
| Unless otherwise disclosed, investments through First Republic Wealth Advisors are: | ||
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| NOT FDIC-INSURED |
NOT BANK GUARANTEED |
MAY LOSE VALUE |
| Special Notice to Non-U.S. Investors |
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| Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful. |
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