Our Team Approach

Why partner with First Foundation?

  • We believe in understanding and caring about your business needs— A true partnership and we have the experience to back this up.
  • Our company is financially strong – We are publicly traded and currently the 4th largest OC-based bank.
  • Our wealth management offering outshines our competitors.
  • Our full range of insurance solutions can be tailored to meet your business’ unique needs and risk exposures, guaranteed.
  • We believe in providing valuable risk management tools and services to help you minimize or avoid losses at no additional cost to you or your business.
  • We believe in having industry-leading claims management professionals and services that are thorough and responsive.
“Many businesses insurance transactions are simply a piece of paper and a promise. A commodity. We view it as a partnership. We believe in understanding our clients’ financial health, and work together on designing a comprehensive risk management program. Doing more than the customary amount of service is expensive, time-consuming and hard to sustain, however this is exactly what we do.”

Tony McIntosh, SVP, Managing Director

We take a practical, multi-layered approach of delivering results by providing our client partners with:

  • Remarkable service and communication from award-winning risk management and underwriting experts. Our people are the best in the business at what they do.
  • More for their insurance spend; we re-invest our commission, in the form of risk and loss advisor services and compliance solutions for all our clients including, in-house advocacy with P&C claims, workers compensation cost containment, and much more.
  • Insurance program validation and benchmarking.
  • Access to our proprietary online risk management center – First Foundation EDGE
  • Exceptional carrier relationships, with expertise in marketing insurance programs for better coverage, pricing and carrier alignment. We know the markets, inside and out, and have a great risk profile which is welcoming to carriers.
  • Integrated services from our entire platform including: Banking, Wealth Management, Wealth Planning, Trust Services, Succession Planning and Consulting.