WSJ – Don’t Let Estate-Tax Uncertainty Disrupt Sound Legacy Planning

(As Featured in the Wall Street Journal)

Daniel Fan is director of wealth planning at First Foundation Advisors in Irvine, Calif. Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the advisory community. As told to Jacob Meade.

When it comes to the estate tax, we are living in a climate of uncertainty... Read More

First Foundation Bank Promotes Lindsay Lawrence to Chief Operating Officer

IRVINE, Calif.--(BUSINESS WIRE)--First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, announced today the promotion of Lindsay Lawrence from Executive Vice President, Chief Banking Officer to Executive Vice President, Chief Operating Officer of First Foundation Bank.

CNBC – 7 ways to save money in college

(As Featured on CNBC.com)

Between tests and essays, the last thing college students (and their parents) want to stress over is money.

Yet there are some easy ways to cut your costs. Here's what you can do to save. Read More

Hurricane Relief and Retirement Fund Hardship Withdrawals

Daniel Fan – Director of Wealth Planning

Although easier to obtain for those impacted by Harvey, hardship withdrawals should only be taken after careful consideration.

Executive Summary

WealthManagement.com 2017 Midyear Outlook

(As Featured on WealthManagement.com)

2017 Midyear Outlook

The magazine of WealthManagement.com... Read More

A Not-So-Lonely Planet

The U.S. has been the best house on the block. U.S. stocks have significantly outperformed international stocks since the financial crisis. But this year, for the first time in a long time, international markets are outperforming the U.S. Our lonely stock market rally is not so lonely any longer. Are we on the verge of a change in leadership? Is it time to dust off the passport in search of overseas opportunities? 

Another hot summer day in Rome

First Foundation Announces 2017 Second Quarter Financial Results

  • Earnings per diluted share of $0.28 for the second quarter, $0.46 for the first six months
  • Strong growth in revenues 40% and income 146%
  • Another quarter of strong loan and deposit growth

 

IRVINE, Calif.--(BUSINESS WIRE)--First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors (“FFA”) and First Foundation Bank (“FFB”), announced today its financial results for the quarter and six months ended June 30, 2017.

Vacation Cyber Safety Travel Tips

According to the most recent report by the American Automobile Association, over 40 million Americans will travel this Fourth of July; and according to an informal office poll conducted here at First Foundation, close to 80% of you will take a trip at some point this summer. And that’s great – summer is a wonderful time to spend time with family and friends while recharging your batteries at the beach, the lake, the European village... Except there is one thing that now needs to be a part of everyone’s itinerary: cyber security safety. And it needs to begin before you zip up your suitcase.

First Foundation to Acquire Community 1st Bank

IRVINE, Calif. & AUBURN, Calif.--(BUSINESS WIRE)--First Foundation Inc. (NASDAQ: FFWM) (“First Foundation”), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, and Community 1st Bancorp (OTCBB: CFBN) today announced the signing of a definitive merger agreement under which First Foundation will acquire Community 1st Bancorp.