Trust Choices for the Future

The wealth you have created and earned represents your enduring legacy which is why First Foundation Bank offers trust and investment solutions to create wealth now and for the future. We can help you administer the orderly transfer of your estate with the least tax burden while achieving your personal and philanthropic goals.

Why Choosing First Foundation Bank Trust Services is the Right Choice

• Our size is our strength. Each trust officer maintains a limited number of clients to ensure the highest level of client service.
• We have significant in-house investment management, high net worth planning, and family wealth management educational programs offered by our affiliate, First Foundation Advisors.

Trust Services

Since your financial wealth represents a significant part of your lasting legacy, we can help you administer the orderly transfer of your estate with the least tax burden, while achieving your personal and philanthropic goals. Our approach offers generations of families a long-term advisor to maximize opportunities arising from the sales or purchase of business interests, stock options, real estate or other assets. Our focused personal trust services include:

• Personal Living and Testamentary Trusts
• Charitable Trusts
• Life Insurance Trusts
• Key Executive Non-Qualified Trusts
• Business Escrows
• Managing Multigenerational Transfers
• Assisting in Family Business Management

For more information about First Foundation Bank's Trust services, please download our:

Trust and Investment Brochure (PDF)

Lasting Legacy Trust Services Brochure (PDF)

Personal Trust Services Brochure (PDF)

Business Trust Services Brochure (PDF)

Trustee's Fees Brochure (PDF)