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Your trust is more than a legal document. It’s your commitment to your family.

Selecting a trustee is one of the most important decisions you’ll make. You’re asking someone to sit beside your family and take responsibility for your vision when they need it most. It requires substantial expertise, robust processes, and the highest fiduciary responsibility. What’s more, it’s a commitment that can last for decades.

Acting in your best interest is our only business

We’re a trust company with a family office style structure. We’re nimble enough to know you and understand your aspirations, while also having the rigor and capabilities necessary to manage your trust and legacy.

Expertise

Trusts are complex, with a broad range of legal, tax, and regulatory obligations. We bring a deep bench of in-house and affiliated professionals to help create, manage, administer, and execute trust and legacy related responsibilities.

Impartiality

Balancing of personal insight and fiduciary dedication is the foundation of what we do. We are committed to understanding your vision and remaining impartial while acting solely in the best interests of the trust and beneficiaries.

Continuity

Trusts can last for decades or require years of distributions. We’re structured to provide long term consistency, evolving expertise, and continuity without sacrificing the personal attention you deserve.

Enterprise Trust is a state-chartered trust company regulated by California’s Department of Financial Protection & Innovation. We have a legal and ethical responsibility to act in the best interests of the trust.