First Foundation Inc.

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	18101 Von Karman Ave., Suite 750, Irvine, CA 92612 Phone: 949-202-4100 Fax: 949-202-4189 Toll Free: 888-830-4199
	www.firstfoundationinc.com

For Immediate Release

November 2009 Issue

A Note From the CEO - First Foundation Inc.

At this holiday time of year, we give thanks for many things. First and foremost are our clients and professional colleagues. Without your support, our success over the last 20 years would not have been possible. We appreciate your confidence in us and look forward to working together in 2010 and beyond. Second, we’re thankful – and know you are too - for this significant bull market. Last November felt very different and we like the change. Third, I am proud of our team at First Foundation. We asked for their best and they delivered no less.

To you all – we wish you and your families a very Happy Thanksgiving.

-- Rick Keller, CFP®
CEO, First Foundation Inc.

Please send your comments or feedback to: yourteam@ff-inc.com

Save the Date – Friday, January 29, 2010
Annual Economic/Market update at the Island Hotel 11:30-1:30 pm

Rick Keller
First Foundation Inc.
CEO

Economic and Market Update The 3.5% rebound in GDP for Q3 brings a note of optimism, but let’s get real about a sustainable rate. The equity markets’ eight month upward campaign paused in October and overseas stocks followed a similar theme. Fixed income investors wrestled with implications of a mixed bag of economic news. Read more... To Roth or Not to Roth – That is the Question If we change a few words from one of Shakespeare’s famous soliloquies, the question …and the answer become clear. “To convert, or not to convert: that is the question: Is it more fiscally prudent to maintain my tax deferred investment accounts and pay future income tax rates on distributions, or should I convert to a Roth IRA in 2010, pay my tax now and be free of any future tax levy.” Read more...
Lee S. Hausner Recognized as Thought Leader Lee S. Hausner, Ph.D., senior managing director at First Foundation Advisors, was recognized as one of the foremost thought leaders in the wealth management field at the annual FOX Forum, sponsored by Family Office Exchange (FOX). Dr. Hausner was named among the group of leading thinkers and pioneers who have responded in innovative ways to the needs of private wealth owners over the past two decades and have had a tremendous influence in shaping today's private wealth industry. Read more...	Lee S. Hausner Senior Managing Director
Just Published "The Legacy Family: The Definitive Guide to Creating a Successful Multigenerational Family," co-authored by Douglas K. Freeman and Dr. Lee S. Hausner, is now available on amazon.com. Doug and Lee, both senior managing directors at First Foundation Advisors, bring a wealth of insights, expertise and a unique focus on how to create legacy families. For their unique perspective read more...	Douglas Freeman Senior Managing Director

In This Issue

Economic and Market Update

To Roth...
or Not to Roth

The Legacy Family

Our Services

First Foundation Inc. is a 20-year-old financial institution that provides Wealth Management, Consulting, Trust and Banking Services.

We're In the News

Orange County Business Journal
“Declaration of Independence”
Oct. 12, 2009

Western Banking Magazine
“Industry Trends"
Oct. 1, 2009

ABC News
“Trust Fund Babies Cut Back in Recession”
Sept. 23, 2009

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Tips to Protect Your Financial Information
Maintaining the security of your financial records is of utmost importance to all of us at First Foundation Inc. This is why we feel it is important to advise you that recently there have been "phishing" emails claiming to have been sent by the FDIC that ask the recipient to reply via email and provide certain financial information. If you have received one of these emails, or do so in the future, please be advised that this request is NOT from the FDIC. Find out more...

First Foundation Bank New Michelson Office Hours

Our Michelson Banking Office hours are changing on Monday, January 4, 2010 to:

Monday through Friday 9:00 AM through 4:00 PM.
By appointment from 4:00 PM until 5:00 PM

For details click here…

Scott Kavanaugh
CEO

David Rahn
President

First Foundation Inc. Walks to Cure Diabetes Sunday, Nov. 8.

	First Foundation Inc. employees and family members joined more than 5,000 walkers to participate in the Orange County Chapter of the Juvenile Diabetes Research Foundation’s 18th Annual Walk to Cure Diabetes at the University of California, Irvine. To view expanded article, click here.

Recent News Releases

October 21, 2009: First Foundation Advisors’ Senior Managing Director Receives Thought Leader Award by Top Private Wealth Organization

October 1, 2009: The Keller Group is Now First Foundation Advisors 20-Year-Old Wealth Management Firm in Orange County Changes Name to Reflect Expanded Platform of Financial Services

August 26, 2009: First Foundation Bank Announces New "Liquid CD"Higher Earnings than Money Market Funds with the Ability for Early Withdrawal.

18101 Von Karman Avenue, Suite 700, Irvine, CA 92612
Phone: 949-202-4100 | Fax: 949-202-4189 | Toll Free: 888-830-4199