Unique Assets
Enterprise Trust Company (ETC) has decades of experience managing complex, illiquid, and hard-to-value assets, integrating legal, financial, and fiduciary oversight to align each asset with the broader goals of the trust.
Over its 30+ year history, ETC has managed assets for a large variety of high net worth and ultra high net worth families.
Often, these estates were composed of unique, illiquid and sometimes, hard-to-value assets. As a trust company, ETC continues to consider holding and managing these assets as part of its fabric.
Stewardship Beyond Valuation
With key professionals, including legal counsel and CFA® charterholders on its team, Enterprise Trust takes a wrap-around approach to unique asset management – not only considering the productivity of the asset, but also how it fits into the life, goals and legacy of the grantors and beneficiaries.
This approach includes, but is not limited to: board occupancy, interactive reporting, appraisals, income collection, operational monitoring, safe-keeping, etc.