- Charitable GivingRetirement Planning, Financial Markets, Economic Outlook, Trust and Estate Planning, Philanthropy and Charitable Giving, ESG Investing
- Income TaxNevada has become a leader in favorable trust and fiduciary law. From asset protection to a state income tax free environment, utilizing a Nevada trust situs may be a powerful and strategic tool for your wealth plan. First Foundation Trust offers a strong partnership in several trust areas specific to Nevada.
- Investment ManagementAs we strive to meet your investment objectives, First Foundation Advisors investment management team develops portfolios that use investments in equities, fixed income, and alternatives.
- Wealth ManagementPrivate Wealth Management services provided by First Foundation Advisors and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. Insurance services provided by First Foundation Insurance Services and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. First Foundation Inc. provides two separate and distinct services: (1) investment advisory services through First Foundation Advisors, as an SEC registered investment adviser, and (2) banking, trust services and philanthropic and family consulting through First Foundation Bank, Member FDIC and Equal Housing Lender, and insurance services through the bank’s subsidiary, First Foundation Insurance Services. Clients may engage First Foundation for either or all services. The scope of the services to be provided depends upon the terms of the engagement.
- Accounting ServicesResearch and nonprofit screening; Due diligence and site visits; Custom website and online application; Board meetings and selection process; Bookkeeping and disbursements; Grant agreements; Grant monitoring; State/federal filings
- Financial PlanningFFA does not provide written opinions regarding tax matters and no part of FFA services or this document should be relied upon as a written tax opinion. To the extent that a client requires a written opinion regarding a specific tax matter, the client should consult with the certified public accounting or law firm of their choosing. Any insurance planning or advice provided by FFA is ancillary to its investment advisory and financial planning services and such advice should not be used as the primary basis for entering into any contemplated transaction. The content of this document is not a substitute for the advice of an insurance professional, accountant or attorney in the relevant jurisdiction. FFA does not sell insurance, practice public accounting or practice law. Planning in the areas of insurance, law, tax and accounting requires the advice of an experienced professional trained in the area under consideration. FFA recommends and expects the reader to engage an outside professional trained in the matters discussed in any FFA materials before undertaking any action.
- Retirement Planning
- Asset ManagementAs the needs of clients became more complex, First Foundation sought additional support to offer his clients true, comprehensive wealth management. In 2007, we started a bank and added it to the existing asset management platform. We would later add trust services, legacy planning, consulting, and insurance services. This was to be the core offering of our platform and delivered in a way that maintained a relentless focus on client service. I like to say that we have the capabilities of a multi-diversified financial institution, yet the personal touch of a boutique firm.
- Asset ProtectionNevada is known for its friendly trust laws and asset protection benefits. Find out if this asset protection strategy is right for you.