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PLEASE CALL (888) 408-0288 FOR HOURS OF OPERATION.
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Welcome
to First Republic
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* Overview
* Private Banking
* Private Business
Banking
* Private Wealth
Management
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* Overview
WHAT IS FIRST REPUBLIC BANK TODAY?
Data as of December 31, 2021
$ in Billions
* TOTAL BANK ASSETS
$181.1
* BANKS BY ASSET SIZE IN U.S.*
Top 25
* PREFERRED BANKING OFFICES
82
* TOTAL WEALTH MANAGEMENT ASSETS
$279.4
* NET PROMOTER SCORE: LEAD BANK
83
* CONTINUOUS PROFITABILITY
36 Years
For more information on the data provided, please refer to the Bank's
Investor Presentation filed January 14, 2022.
*Source: S&P Global Market Intelligence. Based on total asset size as of
December 31, 2021. Excludes asset managers (Ameriprise) and specialty lenders
(American Express, Ally, Discover, Synchrony). DL0213
WHAT MAKES FIRST REPUBLIC DIFFERENT
* SINGLE POINT OF CONTACT
We offer clients a single point of contact who can coordinate all
relationships within the Bank.
* “ADVISE, NOT PUSH” CULTURE
Our goal is to understand client needs and to present products and
solutions that meet those needs. Clients come first, not products.
* EXTRAORDINARY SERVICE AS A FUNDAMENTAL PRACTICE
Extraordinary service is fundamental to the company and a principal factor
behind our success.
* SAFETY AND PRIVACY AT THE FOREFRONT
We operate responsibly – underwriting loans conservatively and
safeguarding data vigilantly.
* LEADERSHIP CONTINUITY
The strength and consistency of our leadership team has been a key factor
in the continued growth and success of the Bank. They remain client and
service-focused.
* ENTREPRENEURIAL ENVIRONMENT
Our entrepreneurial environment means that decisions are made quickly,
solutions are customized to individual needs, and complex financial issues
are met with creative thinking and action.
* CLIENT-FOCUSED, OPEN ARCHITECTURE BUSINESS MODEL
We have an allegiance to you and respect the team you have assembled to
support your needs. We work within an “open architecture” format, ensuring
seamless communication among you, your outside advisors and your First
Republic team.
* Private Banking
A DISTINCTIVE BRAND OF PRIVATE BANKING
First Republic bankers work directly with each of our clients and focus on
both sides of the client’s balance sheet to provide direct access to all Bank
services and personally refer clients to our wealth management affiliates
when appropriate. At First Republic, we build long-term, rewarding
relationships with our clients.
Learn More
* Our approach to clients is based on advice and solutions — not products.
* We offer full-service banking on both coasts and no access fees at
virtually all ATMs worldwide. We also offer the flexibility and
convenience of online and mobile banking.
* We keep financial safety and privacy at the forefront.
* We believe in frequent, personal contact. Our bankers get to know our
clients and are easy to reach.
* Our primary source of new clients is referrals from satisfied existing
clients.
* Private Business Banking
A DISTINCTIVE BRAND OF PRIVATE BUSINESS BANKING
Our professional business bankers provide the same personalized and highly
responsive service to the business community as we do to personal banking
clients. That’s why we call it Private Business Banking.
Learn More
SPECIALIZED SERVICES OFFERED FOR:
* Accounting Firms
* Architecture and Design Firms
* Business Management Firms
* Engineering Services
* Family Offices
* Independent Nonprofit Schools
* Investment Firms
* Law Firms
* Medical Practices
* Nonprofit Organizations
* Private Clubs
* Private Equity Funds/Firms
* Property Management Firms
* Real Estate Investors
* Small Businesses
* Technology Firms
* Venture Capital Funds/Firms
* Wineries
* Private Wealth Management
A DISTINCTIVE BRAND OF PRIVATE WEALTH MANAGEMENT
First Republic Private Wealth Management affiliates offer customized
investment management, trust and brokerage services for individuals, trusts,
endowments and organizations. In addition to traditional portfolio
management, the affiliates also employ carefully screened outside managers
for equity, fixed income and alternative investments.
Learn More
WEALTH MANAGEMENT SERVICES INCLUDE:
* Portfolio Management
* Trust Administration and Custody
* Financial and Estate Planning
* Insurance Services
* Manager Selection
* Comprehensive Brokerage Services
* Foreign Exchange
TESTIMONIALS
Type All Testimonials Video Only
Location All LocationsMassachusettsNew YorkNorthern California, East BayNorthern
California, Peninsula/Silicon ValleyNorthern California, San FranciscoSouthern
California
Industry All IndustriesEntrepreneursIndependent Schools / EducationLaw Firms /
AttorneysMedicalVenture Capital / Private Equity
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Our long-standing relationship with First Republic has been transformative for
the school.
Bentley School | Northern California, East Bay
Client of First Republic Bank Since '05
PICTURED ABOVE
Arlene Hogan, Head of School
Our long-standing relationship with First Republic has been transformative for
the school.
Bentley School has proudly served the education community for nearly 100 years.
And, since its inception, First Republic has been highly committed to the
success of independent schools. Bentley School is dedicated to knowing and
valuing each individual student — very much like the approach the Bank takes
with all its clients. This is a key reason why Bentley School and First Republic
have sustained a strong relationship over the past 12 years of working together.
First Republic stands steady in support of Bentley School’s longevity and in
appreciation of the independent school model.
Details
Bentley School has proudly served the education community for nearly 100 years.
And, since its inception, First Republic has been highly committed to the
success of independent schools. Bentley School is dedicated to knowing and
valuing each individual student — very much like the approach the Bank takes
with all its clients. This is a key reason why Bentley School and First Republic
have sustained a strong relationship over the past 12 years of working together.
First Republic stands steady in support of Bentley School’s longevity and in
appreciation of the independent school model.
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Refinancing my student loans has helped me find financial freedom.
Puya Hosseini, M.D. | Southern California
Client of First Republic Bank Since ’15
PICTURED ABOVE
Puya Hosseini, M.D.
Anesthesiologist
Refinancing my student loans has helped me find financial freedom.
Ever since his childhood, Puya Hosseini has been fascinated with health and
fitness, and becoming a doctor was a natural career extension of that passion.
Along with his thriving practice as an anesthesiologist, he remains committed to
good health and continues to surf, run and play soccer nationally and
internationally as a member of the U.S. Medical Soccer Team. By refinancing his
student debt with First Republic, he was able to substantially improve his cash
flow, increase his ability to travel, and participate in life-changing volunteer
medical missions and fitness-focused outreach programs around the world.
Details
Ever since his childhood, Puya Hosseini has been fascinated with health and
fitness, and becoming a doctor was a natural career extension of that passion.
Along with his thriving practice as an anesthesiologist, he remains committed to
good health and continues to surf, run and play soccer nationally and
internationally as a member of the U.S. Medical Soccer Team. By refinancing his
student debt with First Republic, he was able to substantially improve his cash
flow, increase his ability to travel, and participate in life-changing volunteer
medical missions and fitness-focused outreach programs around the world.
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I refinanced my student loans with First Republic and the financial impact
cannot be overstated. I am now more confident about the options shaping my
future.
Yasmin Naghash | New York
Client of First Republic Bank Since '16
PICTURED ABOVE
Yasmin Naghash
Attorney
I refinanced my student loans with First Republic and the financial impact
cannot be overstated. I am now more confident about the options shaping my
future.
Yasmin Naghash is a self-professed, life-long planner. From a young age, she
knew she would devote herself to a career that honored her respect for the legal
system, while setting aside time for her penchant for traveling. But when paying
down law school debt proved to be a challenge, Yasmin followed a friend’s advice
and reached out to First Republic to refinance her loans. Today, Yasmin works as
an attorney in global transactions, has more financial freedom to fill her
passport with stamps, and enjoys a close relationship with her First Republic
personal banker. Having found a way to reduce significantly her loan length and
payments, the two are now at work planning out the next phase of Yasmin’s
financial future.
Details
Yasmin Naghash is a self-professed, life-long planner. From a young age, she
knew she would devote herself to a career that honored her respect for the legal
system, while setting aside time for her penchant for traveling. But when paying
down law school debt proved to be a challenge, Yasmin followed a friend’s advice
and reached out to First Republic to refinance her loans. Today, Yasmin works as
an attorney in global transactions, has more financial freedom to fill her
passport with stamps, and enjoys a close relationship with her First Republic
personal banker. Having found a way to reduce significantly her loan length and
payments, the two are now at work planning out the next phase of Yasmin’s
financial future.
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When we found we could refinance our student loans with our First Republic
personal banker, we jumped at the chance.
Christina Pham, M.D. and Johannes Kratz, M.D. | Northern California, San
Francisco
Clients of First Republic Bank Since '12
PICTURED ABOVE
Christina Pham, M.D., UCSF Medical Center
Johannes Kratz, M.D., UCSF Medical Center
When we found we could refinance our student loans with our First Republic
personal banker, we jumped at the chance.
Christina Pham and Johannes Kratz, parents to three young children and doctors
at UCSF Medical Center, were thrilled to discover a new standard of banking when
they became First Republic clients in 2012. Having always considered banking a
chore, Christina and Johannes find First Republic’s customized approach a
refreshing change. No matter what they need, they know that their dedicated team
is just an email or phone call away. Focusing on their young family and juggling
demanding work schedules, the couple relies on a strong support network of
family, friends – and now First Republic – to keep them moving forward.
Details
Christina Pham and Johannes Kratz, parents to three young children and doctors
at UCSF Medical Center, were thrilled to discover a new standard of banking when
they became First Republic clients in 2012. Having always considered banking a
chore, Christina and Johannes find First Republic’s customized approach a
refreshing change. No matter what they need, they know that their dedicated team
is just an email or phone call away. Focusing on their young family and juggling
demanding work schedules, the couple relies on a strong support network of
family, friends – and now First Republic – to keep them moving forward.
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Refinancing my student loans with First Republic has allowed me to be more
flexible when thinking about future job opportunities.
Josh Latson | Massachusetts
Client of First Republic Bank Since ’15
PICTURED ABOVE
Senior Director of Strategy and Business Development, Boston Medical Center
Refinancing my student loans with First Republic has allowed me to be more
flexible when thinking about future job opportunities.
With a background in finance, an immediate return to Wall Street or a foray into
consulting may have been a natural career step for Josh Latson. But returning to
school for his MBA gave him the time to consider what he’s passionate about —
and his decision to take a fellowship in the healthcare industry at a nonprofit
meant a revision of his salary expectations. By refinancing his student loans
with First Republic, Josh has been able to reduce his monthly payments and focus
on saving more for future endeavors, including buying a home. He appreciates the
level of professionalism, timeliness and responsiveness his banker showed him
throughout the process and looks forward to a continued relationship with First
Republic.
Details
With a background in finance, an immediate return to Wall Street or a foray into
consulting may have been a natural career step for Josh Latson. But returning to
school for his MBA gave him the time to consider what he’s passionate about —
and his decision to take a fellowship in the healthcare industry at a nonprofit
meant a revision of his salary expectations. By refinancing his student loans
with First Republic, Josh has been able to reduce his monthly payments and focus
on saving more for future endeavors, including buying a home. He appreciates the
level of professionalism, timeliness and responsiveness his banker showed him
throughout the process and looks forward to a continued relationship with First
Republic.
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I love the personalized service at First Republic, and the low interest rates
make my student loan payments manageable.
Kiandra Kang, M.D. | Northern California, Peninsula/Silicon Valley
Client of First Republic Bank Since '15
PICTURED ABOVE
Kiandra Kang, M.D.
Salud Para La Gente
I love the personalized service at First Republic, and the low interest rates
make my student loan payments manageable.
Dr. Kiandra Kang completed her pediatric residency at UCLA and practices in
Santa Cruz. She enjoys working closely with parents to help their children
develop into healthy, happy adults. Dr. Kang heard about First Republic through
a financial advisor at her residency program and was interested in learning more
about refinancing her student loans. She met with a banker and immediately felt
comfortable with the client-centric approach and high level of personalized
service she received.
Details
Dr. Kiandra Kang completed her pediatric residency at UCLA and practices in
Santa Cruz. She enjoys working closely with parents to help their children
develop into healthy, happy adults. Dr. Kang heard about First Republic through
a financial advisor at her residency program and was interested in learning more
about refinancing her student loans. She met with a banker and immediately felt
comfortable with the client-centric approach and high level of personalized
service she received.
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First Republic goes above and beyond to help me get what I need when I need it.
Noah Lichtenstein | Northern California, San Francisco
Client of First Republic Bank Since ’12
PICTURED ABOVE
Entrepreneur
Founder, Crossover VC
First Republic goes above and beyond to help me get what I need when I need it.
For entrepreneur turned venture capitalist Noah Lichtenstein, banks had always
been stale, cold institutions where his money sat until he needed it. When he
moved to First Republic, he was delighted to be treated as an individual. He had
no complicated banking needs until he lost his wallet, including his ATM card,
on a trip abroad. After one quick call to his personal banker, a replacement ATM
card was on its way to Spain. It was then that he realized the power of strong
client service. Noah’s business is founded on relationships and a reputation for
being helpful. With First Republic, he has found a bank that mirrors his own
values.
Details
For entrepreneur turned venture capitalist Noah Lichtenstein, banks had always
been stale, cold institutions where his money sat until he needed it. When he
moved to First Republic, he was delighted to be treated as an individual. He had
no complicated banking needs until he lost his wallet, including his ATM card,
on a trip abroad. After one quick call to his personal banker, a replacement ATM
card was on its way to Spain. It was then that he realized the power of strong
client service. Noah’s business is founded on relationships and a reputation for
being helpful. With First Republic, he has found a bank that mirrors his own
values.
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LOCATIONS
82 preferred banking offices across primarily bi-coastal, urban markets. Learn
More
* Connecticut
* Florida
* Massachusetts
* New York
* Northern California
* Oregon
* Southern California
* Wyoming
GET STARTED TODAY
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individual needs.
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your individual needs.
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© 1997–2022 First Republic Bank.
Firstrepublic.com provides information to clients about their accounts and
financial services by First Republic Bank and its affiliates.
Banking products and services are offered by First Republic Bank, Member FDIC
and Equal Housing Lender
Investment Advisory services are provided by First Republic Investment
Management, Inc. Trust and Fiduciary services are offered through First Republic
Trust Company, a division of First Republic Bank; and First Republic Trust
Company of Delaware LLC and First Republic Trust Company of Wyoming LLC, both
wholly owned subsidiaries of First Republic Bank. 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, and First Republic
Investment Management, DBA Eagle Private Insurance Services, CA Insurance
License #0K93728.
Investment, Insurance and Advisory Products and Services, and Foreign Exchange
Transactions, are Not FDIC Insured or Insured by Any Federal Government Agency,
Not a Deposit, Not Bank Guaranteed and May Lose Value.
DL0007
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