First Foundation Advisors: Charting The Course
Our services not only strive for the family's economic success, but include strategies and methods to create a balanced social enterprise where financial success and family values are demonstrated across generations.
We meet the economic concerns of our clients and families by supporting their needs for long-term financial wealth and business planning.
Our investment advisory services are a vital component of our goals based planning approach in advising affluent families. We employ an "open architecture" platform of separate account managers, pooled vehicles and alternative investments.
  • - Mission & Investment Policy Statement
  • - Asset Allocation
  • - Manager Research & Selection
  • - Tax-Efficient Portfolio Construction
  • - Consolidated Performance Reports
Even philathropic interests need understanding and planning. We help families strategize which vehicle best suits their needs, from foundation planning to grant management.

The Legacy Family

Our goal is to help our clients to enjoy their wealth today and perpetuate their success for many generations. Legacy Families are those families that remain productive and contributive for three to four generations past the wealth creator. They understand that family wealth is a combination and balance of their:

  • - Financial Wealth
  • - Intellectual Wealth
  • - Human Wealth, and
  • - Social Wealth