First Foundation Advisors

First Foundation Advisors

CONTACT INFORMATION

First Foundation Advisors
949-202-4100
Fax
949-202-4189
ADDRESS
18101 Von Karmen Ave, suite 750, Irvine, CA, 92612
State
California

First Foundation Inc. is a private financial firm that offers banking, estate planning, wealth management, philanthropic consulting and trust services seamlessly. Founded in 1990, this full-service firm provides complete financial management through its affiliates.

First Foundation's goal is to offer clients a single source to handle their investments, insurance, taxes, estate planning, charitable donations and other financial needs.

First Foundation Advisors

First Foundation Advisors is a combination of the firm's wealth consulting services that includes estate planning, philanthropic guidance and investment management and consulting for individuals and families.

Our Services:
•Investment Management
•Wealth Planning
•Consulting

First Foundation Bank

First Foundation Bank is a federally chartered bank offering trust management, depository accounts, commercial lending and other services. The bank's client base is mid-to-high net worth individuals, as well as small businesses and owners, with most loans being business lines of credit, multi-family property loans, commercial investment and commercial owner-user real estate.

Our Services:

 

•Trust Services
•Banking Services