“Enterprise was founded on a singular guiding principle: unwavering duty to our clients. We demonstrate this commitment through exceptional service quality while maintaining the highest standards of fiduciary excellence.” – Marc Rebboah, CEO & Founder
Actively watering our growth and adding team members as we aquire new client assets. We will grow with you.
As we grow, our dedication to excellence remains the same. We take an active, engaged approach to managing client trusts or settling their estates with deep expertise and a robust infrastructure.
A deep bench of in-house and affiliated experts to manage client trusts.
Robust processes to maintain records, oversee compliance, and communicate clearly.
Structured to provide consistency and continuity without sacrificing personal attention.
Access to sensitive information is restricted to authorized family members and appointed professionals.
Fiduciary-driven decisions made in the best interest of the trust.