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  "documentTitle": "First Foundation | Investor Presentation Deck | 48 slides",
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  "presentationDate": "2023-07-01 00:00:00",
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  "notes": "Uses a custom process flow to map generations to financial goals (Educate/Protect, Plan/Build, Consume/Distribute).",
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      "text": "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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      "text": "Service offerings categorized by Personal/Business Banking, Lending, and Private Wealth Management",
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      "text": "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.",
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      "text": "*According to report by Cerulli Associates",
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