First Foundation Trust believes that its primary responsibility is to carry out the goals of the settlor in a way that reflects the settlor’s wishes. The mechanics of implementation often mask the dynamics of the trustee-beneficiary relationship. We work hard to build trust, confidence and good communications between us. In doing so, we work together to fulfill the aspirations of those who entrusted us with these responsibilities and those for whom the wealth was provided. Trust Services provided by First Foundation Bank, Member FDIC, Equal Housing Lender.

The First Foundation Trust differences include:

  • Very high touch between experienced trust professionals and beneficiaries.
  • Focus on carrying out the qualitative as well as financial goals of the settlor.
  • Comfort and experience with a wide range of asset classes, from financials to closely-held assets, and from real estate to collectibles.
  • Unbundled trust services.
  • Experience in innovative trust structures, from  QPRTs to Special Needs, from Asset Protection to Intentionally Defective Grantor Trusts, and from family banks to family foundations.

At First Foundation Trust, our colleagues, size and focus are our strengths. Our Team’s experience provides peace of mind that each trust is managed in a flexible manner to reach its goal with excellent support. Our suite of solutions makes us a superb choice for banking with depth of services available in California and Nevada.

  • Expand icon Prepare Beneficiaries for the Responsibilities of Income and Wealth
  • Many of our clients have established trusts to both protect the resources provided to their young and even future heirs and to help them become independent, productive and self-sufficient. To do that, they often ask us to:
    • Provide to or facilitate for beneficiaries on-going financial literacy education and training;
    • Help beneficiaries get launched into their careers by making available mentors and coaches; and
    • Utilize trust funds to help capitalize the entrepreneurial ventures of their beneficiaries.
  • Expand icon Serve the Special Needs of Elderly, Physically or Emotional Disabled Heirs
  • At First Foundation Trust, we have deep experience in and appreciation of the special needs of the very young, the very old, and the most challenged. To meet these responsibilities, we
    • Limit the client load of our trust administrators to enable and encourage very high touch care and attention that all our beneficiaries deserve;
    • Utilize external resources to augment the internal human capital at First Foundation; and
    • Actively engage family members in this process.
  • Expand icon Protect the Resources for Beneficiaries
  • At First Foundation Trust, we have deep experience in and appreciation of the special needs of the very young, the very old, and the most challenged. To meet these responsibilities, we
    • Minimize financial exposure through inappropriate or imprudent investments; and
    • Take maximum advantage of asset protection features within the trust instrument and state law.