First Foundation Investor Presentation Deck
Serving Clients Across Generations
Educate
+
Protect
Personal and Business Banking
Checking and Savings Accounts
Money Market Accounts
Certificate of Deposits (CDs)
Digital Account Opening and
Support
Mobile Banking
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BUILD
"Millennials"
I
Full Suite of Treasury
Management Offerings
$48
Trillion
Greatest
Generation Silent
(87<) Generation Baby Boomers
(70-87)
(51-69)
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FIRST FOUNDATION
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Solutions for every stage in the financial journey
·
Focused Consumer, Real Estate, and Commercial Lending
SBA & Small Business
Small Balance Business
■
■
Plan
+
Build
Equipment Finance
Owner Occupied Real Estate
Multifamily
Investor Owned Real Estate
GROW
"Gen X"
Well Positioned to Facilitate The Great Wealth Transfer
Generation X
& Millennials
(<51)
57%
of total assets are estimated to be
transferred to Generation X households.
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I
Primary Single Family
Rental Single Family
Home Equity Lines of Credit
Personal Lines of Credit
45 million U.S. households will pass a
mind-boggling $68 trillion ($48
trillion from Boomers alone) to their
children the biggest generational
wealth transfer ever.*
*According to report by Cerulli Associates
Consume
+
Distribute
Private Wealth Management
Wealth Planning & Advisory
Investment Management
Business Succession
.
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ENJOY
"Boomers"
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Philanthropy Services
Corporate Trustee
Nevada Asset Protection Trust
Successor Trustee
Solutions to serve both the boomer
and the next generations.
Expertise on multi-generational
gifting strategies and setting up the
next gen for financial success.
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