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Wealth & Lifestyle Philanthropy Enjoy

The Holidays: A Perfect Time to Capture Your Family’s Collective Legacy

Looking to create more meaning during the holidays?

With the holidays on the horizon, our Philanthropy Services Team shares ways families develop, nurture, and capture traditions – and help build a legacy.

This is that one time of year where we find grandparents, parents, children, grandchildren – and for some lucky families – great-grandchildren all in one place. In our home, we had the tradition of opening the “Surprise Box” on Christmas..

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Investments & Economy Investment Commentary Enjoy Grow

Entering Parts Unknown: On the Brink of a Global Trade War

 

 

 After a long bull market and a recent bout of volatility, the stock market has reached a crossroads. We’ve entered a time of great uncertainty regarding the economy and geopolitical events. We’re sitting on the brink of a possible global trade war. To borrow the name of the CNN series of the late celebrity chef Anthony Bourdain, we’ve entered “parts unknown.” The..

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Wealth & Lifestyle Philanthropy Build Grow Enjoy

Thinking About Philanthropy

"I probably should" is an answer that I hear quite often when I ask "Are you serving on a nonprofit board?" My title, VP Philanthropic Services, opens up the dialogue with strangers on airplanes, and I do feel like an evangelist for the nonprofit sector. My motivation comes from the transformation that I have seen in people who add nonprofit work to their lives.

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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by First Foundation Advisors), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from First Foundation Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. First Foundation Advisors is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the First Foundation Advisors’ current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: First Foundation Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to First Foundation Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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