Enterprise Trust & Investment

What Enterprise Trust & Investment does

Enterprise Trust & Investment Company is a state-chartered corporate trustee founded in 1995 and headquartered in Los Gatos, California. The firm provides fiduciary services — including trust administration, estate settlement, family governance, and stewardship of complex, illiquid, and hard-to-value assets (artwork, real estate, closely-held businesses, alternative investments, intellectual property) — to high-net-worth and ultra-high-net-worth families whose trusts are registered in California and, since 2024, Nevada. Service is delivered through a small team (1-10 employees) using a family-office-style, relationship-driven model supported by an open-architecture fiduciary platform; investment management oversight is coordinated through affiliated adviser Lido Advisors, LLC, which acquired the firm in August 2022.

The core product set spans four service lines: Trust Administration (lifecycle management from inception through settlement), Family Solutions (wealth communication, next-generation education, strategic philanthropy, and family governance), Unique Assets Management (specialized handling of illiquid holdings), and Estate Settlement Services (asset safeguarding, tax filings, debt settlement, distribution execution). The underlying technology is described as an open-architecture fiduciary platform with integrated trust administration and investment oversight capabilities; no proprietary AI, API, or developer-facing technology stack is disclosed.

Enterprise Trust generates revenue through managed-services trust administration fees and professional-services fees for family solutions and estate settlement work. Pricing is not publicly disclosed and is quote-based, calibrated to trust complexity, asset types, and service scope. The go-to-market is relationship-driven and relies on direct outreach to HNW/UHNW families, supplemented by referrals from professional advisors (attorneys, CPAs, wealth advisors), educational content marketing via the Perspectives & Education blog and LinkedIn, and direct sales through the executive team. The firm is a wholly-owned subsidiary of Lido Advisors, LLC and operates state-chartered entities in California and Nevada.

Name

Enterprise Trust & Investment

Legal name

Enterprise Trust Company, Inc. and Enterprise Trust Company, LLC

Website

https://enterprise-trust.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Enterprise Trust & Investment Company is a state-chartered corporate trustee serving high-net-worth and ultra-high-net-worth families with trust administration, estate settlement, family governance, and stewardship of illiquid assets, operating across California and Nevada as a subsidiary of Lido Advisors.

Ownership category

akta.pro rank

Product category

Trust & Fiduciary Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Estate Planning, Trust Structuring & Governance (FSAAADAF)

akta.pro secondary industries

Personal & Family Trust Services (FSAAANAA), Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB), Trust Administration & Fiduciary Accounting Services (FSAAANAF), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Corporate trust services
• Trust administration
• Estate settlement services
• Family office services
• Fiduciary services

Headquarters

HQ city

Los Gatos

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Trust Administration Services: Corporate trustee fees for managing and administering trusts including trust administration, investment oversight, tax coordination, and beneficiary communications throughout the trust lifecycle.
2. Family Solutions: Comprehensive family governance, wealth communication, next generation communication, strategic philanthropy, and family meeting facilitation services for high-net-worth families.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Enterprise Trust & Investment Company is a state-chartered corporate trustee that delivers comprehensive trust administration, estate settlement, and family office-style fiduciary services for high-net-worth and ultra-high-net-worth families. The firm manages complex, illiquid, and hard-to-value assets across the full trust lifecycle—from inception through settlement—through California- and Nevada-chartered trust entities.

Product overview

Enterprise Trust & Investment operates as a unified, full-service corporate trustee offering a coordinated suite of trust and wealth management services. The core portfolio consists of Trust Administration (day-to-day management of trust assets and compliance), Family Solutions (family governance, next-generation communication, and philanthropic planning), Unique Assets Management (specialized handling of illiquid and complex assets), and Estate Settlement (end-of-trust execution). These services are delivered through a family office-style approach, integrating in-house fiduciary expertise with affiliated investment advisory services from Lido Advisors, LLC to provide comprehensive stewardship from trust inception through final settlement.

Differentiator

Problem solved

Functional benefit

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bessemer Trust: One of the largest US family-office-style trust and wealth management firms serving UHNW families. Comparable as a competitor for the same HNW/UHNW personal trust and family governance mandates Enterprise Trust targets, including illiquid-asset administration.
• Glenmede: Independent trust company and investment manager focused on HNW families, foundations, and endowments. Closely comparable to Enterprise Trust's charter-trust, family-governance, and illiquid-asset stewardship model.
• Wilmington Trust: Wealth advisory and corporate trustee serving HNW families with personal trust, estate, and investment services. Comparable in personal trust, estate settlement, and multi-generational planning offerings.
• Whittier Trust: Multi-family office and trust company focused on HNW and UHNW families across the West Coast. Directly comparable in size, family-office positioning, and personal/family trust service mix to Enterprise Trust.
• Fiduciary Trust Company International: Specialized personal trust and wealth management firm serving HNW/UHNW families and foundations with multi-generational planning. Directly comparable because EVP Mikkela Sweet previously served as VP/Senior Trust Officer in its Northern California region, and its service model mirrors Enterprise Trust's family-office-style fiduciary offering.

Broad incumbents

• J.P. Morgan Wealth Management: Large wealth management franchise with substantial personal trust, estate, and family office capabilities. Competes for the same HNW/UHNW trust mandates but as part of a much broader global wealth platform.
• Northern Trust: Major global wealth and trust provider with deep personal trust, family office, and custody capabilities for HNW clients. Overlaps directly with Enterprise Trust's corporate trustee and family governance services but at far greater scale and geographic breadth.
• Comerica Bank (Wealth Management): Bank-affiliated wealth and trust services for HNW individuals, with prior trust officer hires drawn from this franchise. Comparable trust administration offerings, though delivered through a commercial-bank distribution model.
• Bank of America Private Bank: National private bank offering personal trust, estate settlement, and family office-style services to UHNW clients. Comparable in trust administration and family governance offerings, with substantially broader geographic reach.
• Wells Fargo Wealth Management: Bank wealth franchise offering personal trust, estate, and family office services through Private Wealth. Competes for HNW trust mandates via national distribution; Managing Director Kelly Arrillaga was previously a Senior Trust & Fiduciary Advisor there.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/enterprise-trust-companies

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Enterprise Trust & Investment