Grant Withers Managing Director - First Foundation
I am responsible for developing and managing client portfolios and specialize in building relationships with clients, their families and their professional advisors to identify unique solutions to their complex needs.
(310)850-6123
100 Wilshire Boulevard Santa Monica, CA 90401-1145 -
MAP
As Managing Director, I lead a team of professionals to advise our clients on wealth management issues that include investments, trusts, estate planning, tax implications, credit, banking and philanthropic goals.
Investment Management; Customized Banking and Credit Solutiuons; Philanthropic Planning; Estate and Tax Planning; Trust Services
Our minimum client is $1MM in liquid assets(cash, stocks and bonds). Our client profile is wide in scope, but typically involves clients that have recently had a liquidity event, either the sale of a business, a large royalty check or bonus, or an inheritance. We work with individuals and families to structure multi-generational wealth.
We serve all types of clients, but specifically I have many clients in the manufacturing and tech sectors. I also work with clients in the film and television industry and in professional sports.
Pasadena La Jolla Irvine La Quinta
Social Clubs
Four Seasons Titan Club -- Founding Member
Charities
Casa Pacifica Big Brothers Big Sisters of Ventura Co.
Graduate Degrees
M.A. in Psycholgy from Pepperdine (Class of 2012)
College Degrees
B.A. in History from UCLA (Class of '93)
Organizations
Westlake Village Sunrise Rotary Lead Source Athlete's Touch
