Enterprise Trust was founded in 1995 to bring the individualized, relationship-driven attention of a private trust company to serve the estate and charitable trust needs of high-net-worth families.
Enterprise Trust + Lido Advisors
Today, Enterprise Trust is a Lido company delivering holistic wealth management through our family office style, which makes us ideally positioned to consult and coordinate with all aspects of a holistic wealth management approach.
Key Professionals
Delivering high quality, comprehensive fiduciary expertise and trust services with a commitment to our clients, their families, and the community.
Mikkela spearheads Enterprise’s growth and operational development. She also brings a strong skill set anchored in Trust Administration, Taxation, Estate Planning, and Business Succession Planning.
Margaret has 37 years of fiduciary management experience in all areas of trust administration and financial operations. She is committed to serving clients and their families with personalized comprehensive fiduciary expertise.
Jennifer manages the California Trust Team focusing on areas of Client Relationship Management, Trust Administration and Estate Settlement. Developing long term relationships motivates Jennifer in her quest for providing an unparalleled client experience.
Nikki’s professionalism, team management experience, and hands on expertise in estate and settlement management delivers invaluable support to clients and their families.
Professional Focus
Aaron works as a Trust Administrator at Enterprise, with a focus on developing client relationships and careful administration of accounts. He has a strong background in Trust and Estate Administration, Life Insurance, and Financial Management.
Professional Focus
With over a decade of experience in estate planning, trust administration, and probate, Elvy Rocha is a trusted professional in the fiduciary space. She currently serves as Trust Officer, and brings legal insight and a client-centered approach to her work.
At her core, Kelly is passionate about people. Her clients are her biggest motivation professionally, and she believes in meeting them where they are and helping them achieve their goals. Kelly focuses on simplifying the complexities of financial services and supports families as they navigate the challenges that come with their wealth.
Professional Focus
Savannah assists the team in serving our clients by providing executive support and managing the daily office operations. The first voice you hear when you call the office, she enjoys making our clients and soon-to-be clients feel at home.
Troy is responsible for managing estate assets during the settlement period, as well as seeking to ensure growth and liquidity for ongoing trust obligations.
Tariq is responsible for implementing management of client portfolios and making sure they align with the investment goals.