First Foundation Advisors focuses first and foremost on our clients' objectives. We bring forward-looking strategies, a disciplined approach, and team expertise to help meet those objectives.

• - Investment Advisory & Management
• - Asset Allocation
• - Fixed Income
• - Mutual Funds
• - Alternative Investments

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.

• - Family Communications
• - Family Meetings and Retreats
• - Financial & Life Skills Training
• - Women's Wealth Management

We meet the economic concerns of our clients and families by supporting their needs for long-term financial wealth and business planning.

• - Business Transition and Succession
• - Post-Retirement Planning

Even philathropic interests need understanding and planning. We help families strategize which vehicle best suits their needs, from foundation planning to grant management.

• - Family, Independent, and Corporate Foundation
    Strategic Planning
• - Foundation Grants Management and Administration Services
• - Foundation Reporting
• - Fiduciary Education