The Strength of our Platform

In an ever-changing risk landscape, the partner you choose to help protect and strengthen your business needs to offer you a suite of financial services that are built to be solutions. A partner that considers the total cost of risk. Our clients love that we can bundle together financial options to improve their bottom line. To us, our clients are individuals with specific needs that often require creative solutions through a remarkable service platform. As part of one of the most respected financial institutions in Orange County, we draw upon the depth of knowledge and experience of our private, commercial, and corporate banking partners to bring our customers a multi-layered value-focused solution.

We leverage long term success with our markets by better understanding the insurance industry’s posture towards our client’s industry, as well as the issues related to their businesses to achieve this. Our analytics are far reaching and factual. They generate key metrics to give our clients insight into insurance pricing, losses, and exposure data on industry peer groups. Our clients benefit from better decision making regarding trends on insurance purchasing, and losses and exposures.

Validation on suitability, cost effectiveness, breadth of coverage, selection and spend, and inadequate lines of coverage are very important in risk transfer.

Stewardship Reports can help identify where First Foundation can make a difference in our client’sneeds.

Allow us to review your current insurance program, for free.