TRUST SERVICES
WHY CHOOSE FIRST FOUNDATION
The wealth you have created provides for your well being and represents your enduring legacy, which is why First
Foundation Trust offers trust and investment solutions wealth creation now and into the future. We step in and help
when you need us. For some of our clients we provide effective asset management for those seeking professional
investment services and objective advice. For others we step in and administer their estate at times of a generational
transition. No matter when we start serving, we provide our services with a sharp focus on the client’s personal needs and
philanthropic objectives.
Client Service Focus
At First Foundation Trust, our size is strength. We provide high levels of attention to each client because our culture
reinforces decisions we made at the time of our formation that each trust officer would maintain a limited number of
clients to ensure the highest level of client service to provide our clients with a high level of satisfaction in the delivery of
our services.
Professional Investment Focus
Our affiliate, First Foundation Advisors, manages the financial assets in each of our trusts with the same professional
service level that their clients receive. Clients’ trusts containing investment real estate benefit from being able to choose
from options of having their current property managers continue managing the real estate or choosing from the
professional management services offered by First Foundation Trust.
Family Support Focus
For families seeking to increase their effectiveness when communicating with different generations on the issues that
wealth creates, we provide access to high net worth planning and family wealth management educational programs
offered through our affiliate, First Foundation Advisors.
Experienced Trust Colleagues Focus
Our trust executives and staff bring over 100 years of industry expertise. Our culture and staff commitment to provide
the best possible service assures exceptional fiduciary services, creating and managing superior generational relationships.
Our Trust focus makes us the best choice in trust services with this depth of services. Our structured, yet personalized
approach binds us to our clients and gives them confidence knowing that we will rigorously carry out their instructions
for generations.
A division of First Foundation Bank
Investment Management Wealth Planning Consulting Trust Banking