A Chartered Trust Company Since 1995
Your trusted partner
when it matters most.
Enterprise Trust is a corporate trustee that takes an active, deeply engaged approach to protecting your family and your legacy — the rigor of an institution, the attention of a family office.
Who We Are
A family office style approach, with the rigor of a regulated trustee.
Enterprise Trust was founded in 1995 to bring the individualized, relationship-driven attention of a private trust company to the estate and charitable trust needs of high-net-worth families. Acquired by Lido Advisors in 2022 and chartered in Nevada in 2024, we’ve grown deliberately — adding expertise without losing the personal engagement our clients rely on.
Every trust is more than a legal document. It’s a family’s commitment to the impact they want to leave behind, and we take that responsibility seriously at every stage — from inception through settlement.
We’re a trust company with a family office style approach. 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
A deep bench of in-house and affiliated professionals to create, manage, and administer complex trust and legacy responsibilities.
Impartiality
Balancing personal insight with fiduciary dedication — understanding your vision while acting solely in the best interest of the trust.
Continuity
Structured to provide long-term consistency and evolving expertise across decades, without sacrificing personal attention.
Confidentiality
Access to sensitive family information is restricted to authorized family members and appointed professionals only.
What We Do
Stewardship that endures.
From planning to settlement, we take an active role in every stage of the trust’s life — guidance, oversight, and support that ensures your intentions are honored with clarity and consistency.
Trust Administration
We manage the full life of a trust — paying bills, managing communications, distributing income, and overseeing asset custody, investment management, and real estate administration from inception to settlement.
Family Solutions
A personalized approach to guiding clients through the complexities of wealth that extend beyond asset management — wealth communication, next-generation engagement, and family governance.
Unique Assets
Decades of experience managing complex, illiquid, and hard-to-value assets — integrating legal, financial, and fiduciary oversight aligned with the broader goals of the trust.
Family Solutions
The Family Blueprint
A framework we use to help families connect their values to real decisions — and carry them forward with clarity across generations. Purpose sits at the core. Principles give it structure. Path carries it into motion.
Purpose
THE WHY
Principles
Path
Purpose
Defines the “why” — the family’s value system, and the context for what financial wealth is intended to promote. Often expressed through a Letter of Wishes.
Principles
Translates values into practical decisions — connecting what a family stands for to the real-life choices around education, opportunity, and stewardship.
Path
Brings the framework to life through next-generation engagement, family meetings, and the intentional steps that build continuity over time.
Engagement Timeline
Constant attention, consistent vision.
A multidisciplinary team ready to advise and support at every point in the life of a trust, from pre-inception planning to settlement.
Inception
Discover and define what matters, and structure the trust to match.
Expertise
Every type of trust, every step of the way — hands-on experience.
Administration
We manage the details so your plan stays on track from start to finish.
Communication
Clear, continuous updates for you and those you trust most.
Settlement
When it matters most, we carry out your wishes with care.
Perspectives & Education
Enterprise Trust Insights
Practical thinking on trusts, fiduciary standards, and family wealth — from the team who lives this work every day.
Our Team
Relationship-driven, comprehensive support.
Our leadership team equally emphasizes operational excellence and impactful client engagement.
Marc Rebboah
President, CEO & Founder
Mikkela Sweet, J.D., CTFA
Executive Vice President
Kelly Arrillaga
Managing Director, Family Solutions
Margaret McCulloch
Chief Trust Officer, Director
Jennifer Elmenhurst
Chief Trust Officer, Director
Troy Jones
Managing Director, Senior Portfolio Manager
Let’s Talk
Ready when your family needs us most.
Whether you’re structuring a new trust or reconsidering your current trustee, we’re glad to start with a conversation. No pressure — just clarity.
Los Gatos, CA 95032
Reno, NV 89521