We Help generations fulfill their legacy



At First American Trust, our clients find us dedicated to personalized attention, achieving strong investment returns, and an uncompromising commitment to quality. We are a disciplined, client focused investment management firm with a history of fiduciary excellence. We believe personal service is the hallmark of investment advisory and fiduciary service as we transition our clients through each life stage. We work with high net worth families to manage their wealth across generations and with business owners and entrepreneurs who may be creating first-generation wealth. Fiduciary expertise and real estate services are our core competencies with a focus on client service and investment performance. After browsing our site, allow us to answer more questions you may have about our trust services and why First American Trust is a sound choice. We welcome the opportunity to speak with you.

First American Trust is a Federal Savings Bank regulated by the Office of the Comptroller of the Currency (OCC), with offices in Southern California and Nevada.